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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Cohn is an investment advisor representative with Kovitz Investment Group Partners, LLC. Andrew has been in the industry for over 10 years and is registered in Illinois as an Investment Advisor Representative. Andrew has experience with a variety of investment strategies and is committed to providing his clients with personalized financial advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
IL
05/03/2024 - Present
Kovitz Investment Group Partners, LLC (Deerfield IL)
IL
10/03/2014 - 08/02/2019
KESTRA INVESTMENT SERVICES, LLC (BANNOCKBURN IL)
IL
04/07/2014 - 10/07/2014
PFS INVESTMENTS INC. (ARLINGTON HEIGHTS IL)
IA
Issued 06/29/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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