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Davene Cognard

U.S. Bancorp Advisors, LLC
19 Years of Experience
Clarkston, WA
1 DisclosureBroker
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Davene Cognard is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Clarkston, WA, with 19 years of industry experience. Davene is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3,343 clients with $1.8B in assets under management.

U.S. Bancorp Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1158 advisors
IM Fee
Planning only
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
  • Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
One-Time Plan:$0
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Location

615 6th St, Clarkston, WA, 99403

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2008
Denied
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Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 8 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 8 mos
Previous Registrations
U.S. Bancorp Investments, INC.
July 2015 - February 2026 · 10 yrs 7 mos
U.S. Bancorp Investments, INC.Broker
June 2015 - February 2026 · 10 yrs 8 mos
J.P. Morgan Securities LLC
October 2012 - July 2015 · 2 yrs 9 mos
J.P. Morgan Securities LLCBroker
October 2012 - July 2015 · 2 yrs 9 mos
Chase Investment Services CORP.Broker
May 2009 - October 2012 · 3 yrs 5 mos
Chase Investment Services CORP.
May 2009 - October 2012 · 3 yrs 5 mos
Wamu Investments, INC.
December 2007 - May 2009 · 1 yr 5 mos
Wamu Investments, INC.Broker
September 2007 - May 2009 · 1 yr 8 mos
State Registrations22 states
AKAZCACOHIIAIDILKYMOMTNCNMNVOKORPASDTXVAWAWI
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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