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COOKSON FINANCIAL, LLC
CRD 142407
500 LAKE ST, SUITE 205, EXCELSIOR, MN, 55331, United States
Phone
952-401-7697
Fax
952-401-7698
Registration
— (—)
Source
State registered
Total AUM
$47.7M
Discretionary AUM
$47.7M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $6.4M |
| High net worth individuals | 17 | $41.3M |
| Charitable organizations | 1 | $21K |
All web addresses on file
Official SEC filing: View on IAPD