Advisor at Cosey Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cosey Financial Services, Inc.
Location
Nashville, TN 37217
Credentials
ChFC®, Series 63
Industry experience
52 years
Donald Greene is a ChFC® credentialed financial advisor with 52 years of industry experience. He has been with Cosey Financial Services, Inc. since 2017 and previously worked at Silver Oak Securities, Inc. from 2014 to 2020. Outside of his advisory role, Greene manages sales and administration for Association Marketing Group, LLC, and owns Don Greene and Associates, focusing on life insurance sales. He is also involved with College Planning Funding Solutions, Inc., assisting in college funding plan design. Cosey Financial Services, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, corporations, and banking or thrift institutions. The firm offers discretionary asset management and financial planning, employing a range of analytical methods and strategies tailored to client objectives, with a notable focus on insurance-related activities and retirement plan consulting.
Based on Cosey Financial Services, Inc.
Based on Cosey Financial Services, Inc.
Financial Planning & Consulting flat fees typically up to $5,000; Retirement Plan Consulting flat fees $750 to $10,000; some consulting engagements may exceed these amounts
Financial Planning & Consulting up to $400/hour; Retirement Plan Consulting up to $250/hour
Fee-only: Financial Planning & Consulting: up to $400/hour; typically flat fees up to $5,000 for personal planning; Retirement Plan Consulting: hourly up to $250/hour or flat fees $750-$10,000
1705 19th Ave, South
Nashville, TN 37217
Tennessee
Cosey Financial Services, Inc.
2017 - Present (9 years)
Silver Oak Securities, Inc.
2014 - 2020 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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