Advisors at this firm
Ronald B
Series 63, Series 65
Broomfield, CO
Cohesion Wealth Management, LLC
Ronald Besonen is a financial advisor at Cohesion Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Epiqwest Culver Wealth Advisors LLC and American Portfolios Financial Services, Inc. Outside of advisory work, he is involved in insurance sales, including fixed, life, disability, long-term care, and annuity products. Cohesion Wealth Management serves individuals, high-net-worth clients, foundations, charitable organizations, trusts, estates, and employer-sponsored retirement plans. The firm combines client-focused planning with quantitative tools and tactical allocation strategies, offering both discretionary and non-discretionary portfolio management alongside integrated financial planning.
Eric V
Series 66
Broomfield, CO
Cohesion Wealth Management, LLC
Eric Veve is a financial advisor with Cohesion Wealth Management, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at firms including Epiqwest Culver Wealth Advisors, Asset Advisors Corp, and American Portfolios Financial Services. Outside of his advisory role, he is a partner in a THC-free hemp farming business, GEMJ Inc. Cohesion Wealth Management provides investment management and financial planning to individuals, foundations, charitable organizations, trusts, estates, and employer-sponsored retirement plans. The firm employs quantitative tools and tactical allocation strategies, offering discretionary and non-discretionary portfolio management alongside integrated financial planning.
Bryan S
CFP®, Series 66
Broomfield, CO
Cohesion Wealth Management, LLC
Bryan Sullivan is a CFP® with 19 years of industry experience, currently serving at Cohesion Wealth Management, LLC. He has held roles at Epiqwest Culver Wealth Advisors, Asset Exchange, American Portfolios Financial Service, Inc., and Epiqwest Investment Corporation. Outside of his advisory work, he is involved in marketing and discussions related to trust structures through The Asset Exchange and manages insurance sales and agent supervision at Epiqwest Financial Corporation. Cohesion Wealth Management provides investment management and financial planning services to individuals, foundations, charitable organizations, trusts, estates, and employer-sponsored retirement plans. The firm integrates client-focused planning with quantitative tools and tactical allocation, and it offers pension consulting and ERISA plan fiduciary services alongside its investment management.
Nikole L
Series 65
Broomfield, CO
Cohesion Wealth Management, LLC
Nikole Larson is a financial advisor at Cohesion Wealth Management, LLC with three years of industry experience. She holds a Series 65 designation and has worked at Epiqwest Financial Corporation since 2017. In addition to her advisory role, she provides bookkeeping and accounting services as an independent contractor. Cohesion Wealth Management offers investment management and financial planning to individuals, high-net-worth clients, foundations, charitable organizations, trusts, estates, and employer-sponsored retirement plans. The firm combines client-focused planning with quantitative tools and tactical allocation decisions, and it provides pension consulting and ERISA plan fiduciary services alongside traditional portfolio management.