Michael
Evans

Cogent Strategic Wealth LLC

CRD#5751636
Investment Advisor
in Chicago, IL

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About this Advisor

Michael Evans is a financial advisor based in Chicago, Illinois, working with Cogent Strategic Wealth LLC. Michael has previously held a position at Cogent Strategic Wealth and has passed the Series 65 regulatory exam. Michael is registered to provide services in Illinois and Utah. Currently, Michael is part of Cogent Strategic Wealth LLC, which operates out of Chicago, Illinois. The firm has one office and four employees. The firm manages assets totaling $250.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Cogent Strategic Wealth LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

77 West Wacker Drive Suite 4500
Chicago, IL 60601

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Cogent Strategic Wealth LLC Brokerage Details

Total Assets Under Management

$250,140,536

IL Average: $6,674,516,078
Total Number of Employees

4

IL Average: 44
Total Number of Accounts

424

IL Average: 2,564
Average Account Size

$589,954

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Michael Evans Work History

2009 - Present (16 years)

Cogent Strategic Wealth

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Michael Evans to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cogent Strategic Wealth LLC

Kelly Stanley
Chicago, IL
Michael Evans
Chicago, IL

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