MC
CFP
MC
CFP

Marc Cohn

21 Years of Experience
Hopkins, MN
Broker

Marc Cohn is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Hopkins, MN, with 21 years of industry experience. Marc is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14674 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1011 1st St S, Hopkins, MN, 55343

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
October 2016 - Present · 10 yrs
Wells Fargo Advisors
October 2016 - Present · 10 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2015 - April 2016 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2015 - April 2016 · 1 yr 3 mos
U.S. Bancorp Investments, INC.Broker
November 2004 - April 2005 · 5 mos
U.S. Bancorp Piper Jaffray INC.Broker
June 2000 - December 2002 · 2 yrs 6 mos
MML Investors Services, INC.Broker
August 1998 - December 1999 · 1 yr 4 mos
American Express Financial Advisors INC.Broker
August 1992 - August 1998 · 6 yrs
Ids Life Insurance CompanyBroker
August 1992 - August 1998 · 6 yrs
State Registrations1 state
MN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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