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Chief Compliance Officer & Chief Operations Officer · Form Wealth Advisors, LLC

Kimberly S. Cochenour

CRD 7173533 · Named on Form ADV at one SEC-registered adviser

At a glance

Form Wealth Advisors, LLC, an SEC-registered wealth manager based in Lake Geneva, WI with $1.1 billion in regulatory assets, lists Kimberly S. Cochenour on its Form ADV as Chief Compliance Officer & Chief Operations Officer, a control person.

Firms and roles

  • Form Wealth Advisors, LLCChief Compliance Officer & Chief Operations OfficerWealth manager · Lake Geneva, WI · $1.1B in regulatory assets

AtlasMembers

Kimberly’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kimberly’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.