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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, with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including MSI Financial Services, Merrill, Banc Of America Investment Services, and FSC Securities Corporation. In addition to his advisory role, Schnell facilitates tax return preparation through Cogent Tax Strategies LLC. Cogent Independent Advisors provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a mix of fundamental, technical, and cyclical analysis to implement tailored strategies and offers access to alternative and private investments, utilizing a structured approach to private funds and an outsourced estate-planning platform.

Private / alternative investments Options & derivatives strategies Cash flow / budgeting Tax-loss harvesting Founder/Business Owner
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