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Erika Lynn Wolek

Erika L. Wolek

COHEN CAPITAL
Palm Beach Gardens, FL
Some features on this profile are disabled
CRD#: 6464160
Erika Lynn Wolek

Professional summary

Erika Lynn Wolek, CFP®, who also goes by Erika Lynn Noack, Erika Raschke Noack, Erika L. Raschke, Erika Lynn Raschke, Erika Raschke, is a registered financial advisor currently at COHEN CAPITAL located in Palm Beach Gardens, Florida.

Erika is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Erika has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Erika Lynn Noack | Erika Raschke Noack | Erika L. Raschke | Erika Lynn Raschke | Erika Raschke

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erika Lynn Wolek's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2017

Experience

Current

January 27, 2026 - Present

COHEN CAPITAL

RIA
CRD#: 339112
Palm Beach Gardens, FL
Past

May 14, 2018 - January 20, 2026

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
Palm Beach Gardens, FL
Past

May 14, 2018 - January 20, 2026

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
Chicago, IL
Past

May 21, 2015 - May 8, 2018

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
NORTHBROOK, IL
Past

May 1, 2015 - May 8, 2018

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
NORTHBROOK, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(1/27/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/21/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/1/2015
General Securities Representative Examination

Current Firm

CC
COHEN CAPITAL
COHEN CAPITAL | COHEN CAPITAL LLC | COHEN CAPITAL ADVISORS, LLC

CRD#: 339112 / SEC#: 801-135124

RIA
Registered Investment Advisory firm - (1/9/2026 120-Day Approval)
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Contact information

Main Address
303 East Wacker Drive Suite 2103, Chicago, IL 60601
Mailing Address
Phone number
(312) 477-3155
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

COHEN CAPITAL DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (1/20/2026)
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

COHEN CAPITAL

CRD#: 339112Palm Beach Gardens, FL

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