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John Hardesty Alpers

Cosner Financial Group, LLC

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About John Hardesty Alpers

John Hardesty Alpers is an investment advisor representative registered with Cosner Financial Group, LLC. John has been in the industry since 1996 and is currently active in Colorado as an Investment Advisor Representative. John also holds a Series 66, Series 7, Series 6, and Series 24 license. Prior to joining Cosner Financial Group, LLC, John was employed by Triad Advisors LLC, Geneos Wealth Management, Inc., and Royal Alliance Associates, Inc.

Firm Information

John Alpers is currently registered with Cosner Financial Group, LLC. Cosner Financial Group, LLC is a registered investment advisor located in Windsor, CO. The firm provides financial planning, portfolio management for individuals and businesses. Cosner Financial Group, LLC manages approximately $272,915,787 in regulatory assets under management. The firm has 1 licensed agent, 5 investment adviser representatives, and 1 registered representative. The firm offers wrap fee programs.
Cosner Financial Group, LLC

628 MAIN ST

WINDSOR, CO 80550

$272.92M

Assets Under Management

Not reported

Total Clients

4

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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John Alpers’s Registration & Firm History

CO

06/29/2020 - Present

Cosner Financial Group, LLC (Broomfield CO)

CO

08/05/2020 - 12/17/2021

TRIAD ADVISORS LLC (FORT COLLINS CO)

CO

04/01/2008 - 06/03/2020

GENEOS WEALTH MANAGEMENT, INC. (ERIE CO)

CO

03/26/1997 - 04/25/2008

ROYAL ALLIANCE ASSOCIATES, INC. (ERIE CO)

CA

02/05/1996 - 03/10/1997

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

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Licenses & Designations

BOTH

Issued 02/26/1998

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/24/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/1997

Series 7 - General Securities Representative Examination

BC

Issued 02/02/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for John Hardesty Alpers. Review regulatory record here.
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