Brian Cohoon, CFP®, CRPC, AIF First Bankers Trust

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About Brian Cohoon, CFP®, CRPC, AIF

Brian has been in the personal financial planning business since 1992. He earned his Certified Financial Planner® designation in 1996 and has continued to invest in his education to help clients by obtaining his Chartered Retirement Planning Counselor® and Accredited Investment Fiduciary® designations. Most recently, he served as the Louisville Market Director for a national trust company where he was responsible for the growth and management of Wealth Management and 401k services. Prior to that he served as a Vice President of Stock Yards Bank & Trust in Louisville as head of their Financial Planning & 401k Division. Brian also has extensive experience in charitable estate planning strategies including work with Norton Healthcare and the Norton Children’s Hospital planned giving program.

 

Brian graduated from Ball State University in Muncie, IN with a Bachelor of Science degree in Finance. He currently serves as a Board Member of the Financial Planning Association of KY and is a member of the National Committee of Gift Planners and the Louisville Employee Benefits Council.

 

As part of his role at First Bankers Trust Company, Brian assists customers with financial planning, business succession & executive benefit planning, retirement income planning, and 401k plans for business customers.

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Ideal Clients

  • Baby Boomers
  • Business Owners
  • Charitable Giving

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $175+/mo
  • Hourly Fee: $250/hr
  • AUM Fee: starting at .95%

 

SEC Records

States Registered

  • Kentucky

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