COOKSON FINANCIAL, LLC

COOKSON FINANCIAL, LLC of EXCELSIOR, MN is an SEC-registered investment adviser (CRD 142407). Regulatory assets under management: $47.7M.

Registration

• CRD: 142407
• Type: Registered investment adviser
• Location: 500 LAKE ST, EXCELSIOR, MN, 55331
• Phone: 952-401-7697
• Latest filing: 2026-01-18
• Regulatory AUM: $47.7M
• Discretionary AUM: $47.7M
• Clients: 1
• Accounts: 70

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142407 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search