Cosey Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$109,281,541
Clients
385
Advisors
3
across 3 offices
About
Cosey Financial Services, Inc. provides advisory services to individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, corporations and, notably, banking or thrift institutions. The firm offers discretionary asset management across stocks, bonds, ETFs, options and alternative investments, as well as financial planning, retirement plan consulting and corporate services such as private placement and cost‑segregation analysis.
Portfolios are tailored to client objectives and continuously monitored and rebalanced, with the firm employing a range of analytical methods (fundamental, technical, quantitative and sector analysis) and strategies from long‑term holdings to tactical and trading approaches. When recommending alternative or privately offered investments, the firm discloses it may receive ongoing asset‑based compensation from Sponsors and occasional NAV discounts and states it performs due diligence and suitability reviews before recommending such vehicles.
What distinguishes the firm from many peers is its explicit work with banking/thrift clients and its insurance‑related activities: firm representatives are licensed insurance agents/brokers and the brochure discloses the resulting conflicts of interest and mitigation measures. The firm also provides ERISA retirement plan consulting (including acknowledgements of 3(21) or 3(38) fiduciary roles) and documents how it evaluates Sponsor compensation arrangements and discloses those relationships to clients.
Client services
Expertise
Fee options
Financial Planning & Consulting flat fees typically up to $5,000; Retirement Plan Consulting flat fees $750 to $10,000; some consulting engagements may exceed these amounts
Financial Planning & Consulting up to $400/hour; Retirement Plan Consulting up to $250/hour
Fee-only: Financial Planning & Consulting: up to $400/hour; typically flat fees up to $5,000 for personal planning; Retirement Plan Consulting: hourly up to $250/hour or flat fees $750-$10,000
Main office
See office118 Huxley Rd, Suite 5
Knoxville TN 37922
Advisors at this office
1
Offices (3)
Most active in
Florida · Georgia · Louisiana · North Carolina · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Randy P
Series 66
Hendersonville, TN
Cosey Financial Services, Inc.
Randy Puckett is a financial advisor at Cosey Financial Services, Inc. with 20 years of industry experience. He holds a Series 66 designation and previously worked at Financial Partners Group, LLC from 2013 to 2017. In addition to his advisory role, he is involved in insurance-related activities. Cosey Financial Services, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, corporations, and banking or thrift institutions. The firm offers discretionary asset management and financial planning, employing a range of analytical methods and strategies tailored to client objectives.
Anthony C
Series 63, Series 65
Knoxville, TN
Cosey Financial Services, Inc.
Anthony Cosey is a financial advisor with Cosey Financial Services, Inc. in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Silver Oak Securities, Inc. for 12 years and has been with Cosey Financial Services since 2006. Outside of advisory work, he founded The Running Foundation, which reviews and directs donations to local charities and assists with planning and marketing. Cosey Financial Services, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, corporations, and banking or thrift institutions. The firm offers discretionary asset management across various securities and alternative investments, financial planning, retirement plan consulting, and corporate services, employing multiple analytical methods and strategies tailored to client objectives.
Donald G
ChFC®, Series 63
Nashville, TN
Cosey Financial Services, Inc.
Donald Greene is a ChFC® credentialed financial advisor with 52 years of industry experience. He has been with Cosey Financial Services, Inc. since 2017 and previously worked at Silver Oak Securities, Inc. from 2014 to 2020. Outside of his advisory role, Greene manages sales and administration for Association Marketing Group, LLC, and owns Don Greene and Associates, focusing on life insurance sales. He is also involved with College Planning Funding Solutions, Inc., assisting in college funding plan design. Cosey Financial Services, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, corporations, and banking or thrift institutions. The firm offers discretionary asset management and financial planning, employing a range of analytical methods and strategies tailored to client objectives, with a notable focus on insurance-related activities and retirement plan consulting.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)