BC
Brian Cohoon
from Castellan
Brian Cohoon is a financial advisor based in Kentucky, Louisville,
with 32 years of experience. Brian currently works for
Castellan.
Brian maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Brian Cohoon works at Castellan
Castellan is a financial advisory firm based in Louisville, Kentucky. It currently has approximately $330,904,447 of assets under management and employs about 9 people. Castellan uses a fee structure of a percentage of assets under your management and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
13 years
Fee structure
A percentage of assets under your management and performance-based fees
Office location
201 E Jefferson Street, Suite 150, Louisville, Kentucky, 40202
Advisor can help with
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