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Brian Keith Cohoon

Castellan

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About Brian Keith Cohoon

Brian Cohoon is a financial advisor at Castellan. Brian is registered with the state of Kentucky and Texas and has been in the industry since 1992. Brian's firm provides services such as portfolio management for individuals and portfolio management for pooled investment vehicles. Brian is also a Certified Financial Planner.

Firm Information

Brian Cohoon is currently registered with Castellan. Castellan is an investment advisor based in LOUISVILLE, KY, United States. The firm manages assets for pooled investment vehicles, individuals, and charitable organizations. They have approximately $353,473,345 in regulatory assets under management. Castellan's website addresses are https://www.linkedin.com/company/19147779 and https://www.castellangroup.com.
Castellan

2011 LAKE POINT WAY

LOUISVILLE, KY 40223

$353.47M

Assets Under Management

20

Total Clients

3

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Brian Cohoon’s Registration & Firm History

KY

01/04/2024 - Present

Castellan (LOUISVILLE KY)

KY

08/30/2022 - 12/07/2023

ONEAMERICA SECURITIES, INC. (Louisville KY)

KY

05/02/2014 - 04/10/2015

LINCOLN FINANCIAL SECURITIES CORPORATION (LOUISVILLE KY)

KY

01/25/2008 - 08/10/2012

RAYMOND JAMES FINANCIAL SERVICES, INC. (LOUISVILLE KY)

KY

05/12/2006 - 01/29/2008

JEFFERSON PILOT SECURITIES CORPORATION (LOUISVILLE KY)

FL

06/01/2005 - 05/12/2006

G. A. REPPLE & COMPANY (CASSELBERRY FL)

KY

07/11/2003 - 06/01/2005

ALEXANDER INVESTMENT SERVICES CO. (LOUISVILLE KY)

PA

10/05/2000 - 01/17/2002

ATLAS BROKERAGE COMPANY, L.P. (WASHINGTON PA)

AZ

08/10/1998 - 10/13/2000

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

AZ

10/01/1997 - 12/31/1997

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

NY

10/11/1993 - 10/01/1997

USLIFE EQUITY SALES CORP. (NEW YORK NY)

MO

11/02/1992 - 09/10/1993

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 08/13/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/06/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/20/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/29/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Keith Cohoon.
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