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David Cohn Cfp® Email & Phone Number

Senior Financial Advisor and Financial Planner at Cambridge Investment Research, Inc.
Location: Chicago, Illinois, United States 7 work roles 2 schools
1 work email found @banksouthcentral.com 1 phone found area 312 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email d****@banksouthcentral.com
Direct phone (312) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Cambridge Investment Research, Inc.
Role
Senior Financial Advisor and Financial Planner
Location
Chicago, Illinois, United States
Company size
1257 employees

Who is David Cohn Cfp®? Overview

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Quick answer

David Cohn Cfp® is listed as Senior Financial Advisor and Financial Planner at Cambridge Investment Research, Inc., a company with 1257 employees, based in Chicago, Illinois, United States. AeroLeads shows a work email signal at banksouthcentral.com, phone signal with area code 312, and a matched LinkedIn profile for David Cohn Cfp®.

David Cohn Cfp® previously worked as Senior Financial Advisor / Financial Planner at Cambridge Investment Research, Inc. and Senior Vice-President & Infinex Investments, Inc. Financial Advisor / Certified Financial Planner at South Central Bank. David Cohn Cfp® holds Certified Financial Planner (Cfp®) Program from Northwestern University.

Company email context

Email format at Cambridge Investment Research, Inc.

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*@banksouthcentral.com
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AeroLeads found 1 current-domain work email signal for David Cohn Cfp®. Compare company email patterns before reaching out.

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Profile bio

About David Cohn Cfp®

➤ CAREER SUMMARYWith over 30 years of experience in the financial industry, I am involved in both corporate strategic planning as well as providing long-term financial planning and financial solutions for customers. Prior to my time at Cambridge Investment Research, Inc., I gained experience as a Head Arbitrage Trader, Institutional Trader, and Investment Executive with various firms. ➤ AREAS OF EXPERTISEFinancial Planning ✦ Wealth Management ✦ Investment Planning ✦ Retirement Planning (IRAs, Roth IRAs, 401(k)s, Rollovers, Transfers) ✦ Estate Planning ✦ Tax Exempt & Tax Deferred Strategies Annuities (Fixed, Variable, Indexed, Immediate) ✦ Capital Advisory Services ✦ Life Insurance ✦ Mutual Funds ✦ Stocks & Bonds ✦ College/Education Planning ✦ Residential Lending➤ HOW CLIENTS AND COLLEAGUES DESCRIBE ME I have earned a reputation for being reliable, trustworthy, smart, and motivated. Clients feel confident that I will always do the right thing by listening to their opinions first before making recommendations regarding financial planning and investments. ➤ WHAT SETS ME APART I wholeheartedly believe my customers’ needs come first and am passionate about helping people both feel and truly be secure in their financial future. ➤ CONTACT ME I enjoy connecting and networking with fellow financial services and advisory professionals. Please reach out via LinkedIn or at cohn11@comcast.netContent provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided on these websites.

Listed skills include Loans, Mortgage Lending, Investments, Credit, and 46 others.

Current workplace

David Cohn Cfp®'s current company

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Cambridge Investment Research, Inc.
Cambridge Investment Research, Inc.
Senior Financial Advisor and Financial Planner
Chicago, IL, US
Website
joincambridge.com
Employees
1257
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Company profile
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7 roles · 31 years

David Cohn Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Financial Advisor / Financial Planner

Current
Cambridge Investment Research, Inc.
  • As a Registered Representative and lead financial advisor, I manage a multi-faceted and complex book of business. I conduct corporate strategic planning for business owners and provide long-term financial planning and.
  • Achieved and maintained a 99% customer retention rate during tenure at the company by providing best-in-class customer service.
  • Generated significant YOY new business.
  • Attained General Securities Principal License (Series 24) and expanded the company’s bench strength to ensure compliance with financial responsibilities.
  • Recognized as a subject-matter expert for less experienced staff, assisting with architecting the foundation of financial plans and investment strategies and serving as a compliance resource.
  • Upheld the company’s reputation for superior performance by consistently providing clients with excellent financial advice. Mentored and empowered junior staff on complex financial issues to position the employees and.
Nov 2019 - Present

Senior Vice-President & Infinex Investments, Inc. Financial Advisor / Certified Financial Planner

South Central Bank

Chicago, IL

  • As a bank VP and Financial Advisor I have 2 distinct objectives. First, I am involved in ongoing initiatives to spur internal optimization and growth for South Central Bank. Second, I provide exemplary support to.
  • I have cultivated a strong book of business from… Show more As a bank VP and Financial Advisor I have 2 distinct objectives. First, I am involved in ongoing initiatives to spur internal optimization and growth for.
  • I have cultivated a strong book of business from nothing, which has steadily averaged 80-100% YOY growth rates. For this growing client base, I perform the needs assessments and analysis necessary to develop tailored.
  • I serve as the bank’s solo advisor licensed to supply financial or insurance information.
  • My involvement was integral in the startup and ongoing management of South Central’s financial services department, which was personally begun with intention of retaining customers and offering a wider range of.
  • Years ago, I established a reverse mortgage lending program as well as an in-house “piggyback program” (supplemented conventional loans), both of which were crucial and creative offerings to draw customers in during.
Jan 2003 - Nov 2019

Equity Options Trading / Head Arbitrage Trader

Acme Options Group

Chicago, IL

Engaged in equities and options trading, mergers and acquisitions (M&A) research, and risk management.

2001 - 2003 ~2 yrs

Equity Options Trader / Head Arbitrage Trader

Mort Corp

Chicago, IL

Supervised trading activities and staff as it related to equities, options, and M&As.

1999 - Jan 2001

Institutional Sales Trader

Dain Rauscher

Chicago, IL

Worked in institutional sales with high net worth individuals and some of the largest institutional customers on the NY stock exchange.

1998 - 1999 ~1 yr

Institutional Trading & Investment Executive

Oppenheimer & Co. Inc.

Chicago, IL

Advised customers on investment strategy in both commodities and securities as well as creating custom programs to achieve their investment goals.

1995 - 1998 ~3 yrs
Team & coworkers

Colleagues at Cambridge Investment Research, Inc.

Other employees you can reach at joincambridge.com. View company contacts for 1257 employees →

MD Marg Dwyer Marg Dwyer Colleague at Cambridge Investment Research, Inc. Fairfield, Iowa, United States, United States View → KS Kerry Schepers, Chfc, Lutcf Kerry Schepers, Chfc, Lutcf Colleague at Cambridge Investment Research, Inc. Maquoketa, Iowa, United States, United States View → JF John Fitzgerald John Fitzgerald Colleague at Cambridge Investment Research, Inc. Scottsdale, Arizona, United States, United States View → PB Peggy Bergan Chfc, Clu, Aep, Cap Peggy Bergan Chfc, Clu, Aep, Cap Colleague at Cambridge Investment Research, Inc. Scottsdale, Arizona, United States, United States View → JM Josh Mayo Josh Mayo Colleague at Cambridge Investment Research, Inc. United States, United States View → TM Tom Manning Cfs Tom Manning Cfs Colleague at Cambridge Investment Research, Inc. East Greenwich, Rhode Island, United States, United States View → CS Casey Smith, Cap Casey Smith, Cap Colleague at Cambridge Investment Research, Inc. Fairfield, Iowa, United States, United States View → MA Mary Arnold Mary Arnold Colleague at Cambridge Investment Research, Inc. Fairfield, Iowa, United States, United States View → MN Melissa Nordaby Melissa Nordaby Colleague at Cambridge Investment Research, Inc. Boston, Massachusetts, United States, United States View → DH David Hunt David Hunt Colleague at Cambridge Investment Research, Inc. Akron, Ohio, United States, United States View →
2 education records

David Cohn Cfp® education

FAQ

Frequently asked questions about David Cohn Cfp®

Quick answers generated from the profile data available on this page.

What company does David Cohn Cfp® work for?

David Cohn Cfp® works for Cambridge Investment Research, Inc..

What is David Cohn Cfp®'s role at Cambridge Investment Research, Inc.?

David Cohn Cfp® is listed as Senior Financial Advisor and Financial Planner at Cambridge Investment Research, Inc..

What is David Cohn Cfp®'s email address?

AeroLeads has found 1 work email signal at @banksouthcentral.com for David Cohn Cfp® at Cambridge Investment Research, Inc..

What is David Cohn Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 312 for David Cohn Cfp® at Cambridge Investment Research, Inc..

Where is David Cohn Cfp® based?

David Cohn Cfp® is based in Chicago, Illinois, United States while working with Cambridge Investment Research, Inc..

What companies has David Cohn Cfp® worked for?

David Cohn Cfp® has worked for Cambridge Investment Research, Inc., South Central Bank, Acme Options Group, Mort Corp, and Dain Rauscher.

Who are David Cohn Cfp®'s colleagues at Cambridge Investment Research, Inc.?

David Cohn Cfp®'s colleagues at Cambridge Investment Research, Inc. include Marg Dwyer, Kerry Schepers, Chfc, Lutcf, John Fitzgerald, Peggy Bergan Chfc, Clu, Aep, Cap, and Josh Mayo.

How can I contact David Cohn Cfp®?

You can use AeroLeads to view verified contact signals for David Cohn Cfp® at Cambridge Investment Research, Inc., including work email, phone, and LinkedIn data when available.

What schools did David Cohn Cfp® attend?

David Cohn Cfp® holds Certified Financial Planner (Cfp®) Program from Northwestern University.

What skills is David Cohn Cfp® known for?

David Cohn Cfp® is listed with skills including Loans, Mortgage Lending, Investments, Credit, Credit Analysis, Financial Analysis, Portfolio Management, and Banking.

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