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RIA / WealthAdvisor19 years in industry

RONALD JOHN BESONEN

Advisor at COHESION WEALTH MANAGEMENT, LLC

BROOMFIELD, CO | Rosemount, MN

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Data as of Sep 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 24, 2007 to Sep 18, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COHESION WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 23, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Apr 23, 2007
First registration: Apr 24, 2007
Dual registered: no
IAPD individual key: 1968461

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COHESION WEALTH MANAGEMENT, LLC	Independent wealth	Jun 15, 2020	n/a	yes	BROOMFIELD, CO\|Rosemount, MN	Current employment
MCL FINANCIAL GROUP, INC.	n/a	Apr 9, 2009	Jun 13, 2011	no	LAFAYETTE, CO\|LITTLETON, CO\|SANTA ANA, CA	Previous registration
EPIQWEST INVESTMENT CORPORATION	n/a	Mar 10, 2008	Dec 14, 2020	no	LAFAYETTE, CO\|BROOMFIELD, CO	Previous registration
EPIQWEST FINANCIAL COPORATION	n/a	Apr 24, 2007	Dec 31, 2010	no	ERIE, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EPIQWEST INVESTMENT CORPORATION	MCL FINANCIAL GROUP, INC.	Dec 14, 2020	Apr 9, 2009	-4,267	Firm change after gap	Other
MCL FINANCIAL GROUP, INC.	COHESION WEALTH MANAGEMENT, LLC	Jun 13, 2011	Jun 15, 2020	3,290	Firm change after gap	Other
EPIQWEST FINANCIAL COPORATION	EPIQWEST INVESTMENT CORPORATION	Dec 31, 2010	Mar 10, 2008	-1,026	Firm change after gap	Other

Relationships

Registered with (4)

→ COHESION WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jun 15, 2020 to presentfactForm ADV
→ EPIQWEST INVESTMENT CORPORATIONRegistered adviserregistration: previous registration
Mar 10, 2008 to Dec 14, 2020factForm ADV
→ MCL FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Apr 9, 2009 to Jun 13, 2011factForm ADV
→ EPIQWEST FINANCIAL COPORATIONRegistered adviserregistration: previous registration
Apr 24, 2007 to Dec 31, 2010factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Show 1 bookkeeping events

Occurred
Sep 17, 2026
Ronald John Besonen added a MN registration at Cohesion Wealth Management, Llc