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COSEY FINANCIAL SERVICES, INC.

KNOXVILLE, TN · CRD 140175 · IAPD ↗ · coseyfinancial.com · 865-470-4244

$123.7MRegulatory AUM
3Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
March 2026 — COSEY FINANCIAL SERVICES, INC. notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.