A complete list of active advisors currently associated with Cosner Financial Group, LLC

Warmer can help you find a great advisor at Cosner Financial Group, LLC or one who fits your needs even better.

Cosner Financial Group provides asset management and financial planning and consulting to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and corporate clients. The firm reports roughly $370 million in assets under management, about five advisors, and over 600 client relationships, and offers both discretionary portfolio management and hourly or flat‑fee planning engagements. Portfolios are tailored to client goals with continuous supervision and model‑guided allocation, and clients may receive either ongoing discretionary management or more limited consulting and execution support. Investment strategies described in the brochure include traditional long‑ and short‑term positions as well as the use of options, margin, short sales, and a tactical allocation program for legacy wrap accounts that can overweight/underweight asset classes or move fully to cash for defensive purposes. What is distinctive about the firm is that it sponsors a wrap fee program limited to legacy FD&M accounts — a relatively uncommon arrangement for firms of this type — and disclosed a 2025 change to its proxy‑voting policy affecting those wrap participants. The firm also manages the vast majority of its reported assets on a discretionary basis and discloses that some advisors maintain broker‑dealer registrations and may offer commissionable insurance and mutual fund products, which the brochure notes can create potential conflicts of interest.

To learn more about the advisors currently working at Cosner Financial Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.