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Kristopher S
Series 63, Series 66
St. Augustine, FL
Cogent Independent Advisors, Inc.
Kristopher Schnell is a financial advisor at Cogent Independent Advisors, Inc. in St. Augustine, FL, holding Series 63 and Series 66 credentials with 20 years of industry experience. He has been with Cogent Independent Advisors since 2012. In addition to his advisory role, Schnell facilitates tax return preparation through Cogent Tax Strategies LLC, a related but non-investment business established in 2023. Cogent Independent Advisors, operating as Cogent Private Wealth, provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $81.6 million on a discretionary basis and employs a combination of fundamental, technical, and cyclical analysis to construct portfolios, incorporating alternative and private investments as appropriate.
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