Eric Veve has been Managing Member of Cohesion Wealth Management since April 2020, is a control person of the firm and directly owns between 50% and 75% of it. Eric Veve studied at Metropolitan State University of Denver.
Cohesion Wealth Management, LLC is a Broomfield, CO firm with $171M under management, 395 clients and 3 advisers in one office, as of its September 2026 filing.
Eric Veve is Managing Partner of Cohesion Wealth Management. He started his financial services career in 2006, working with high-net-worth individuals in the life insurance industry. Over the years he has gained experience in estate and income tax mitigation, investment management, and business planning.
Eric Veve’s longest registration was 8 years at Epiqwest Investment Corporation (2012–2020). Before joining Cohesion Wealth Management in 2020, Eric Veve was registered through Epiqwest Investment Corporation and Strategic Advisers, Inc.
- – present · 6 yearsBroomfield, CO · Adviser representative · Firm CRD 308980
- Epiqwest Investment Corporation– · 8 yearsBroomfield, CO · Adviser representative · Firm CRD 145663
- Strategic Advisers, Inc.– · 1 yearBroomfield, CO · Adviser representative · Firm CRD 104555
- Metlife Securities Inc.– · under a yearGreenwood Village, CO · Adviser representative · Firm CRD 14251
Professional designations
Listed by Cohesion Wealth Management
- Accredited Asset Manager Specialist (AAMS®)
- Bucket Plan Certified (BPC®)
- Accredited Investment Fiduciary (AIF®)
Investment adviser representative registrations
Eric Veve is registered as an investment adviser representative in Colorado, since June 2020.
- ColoradoSince 15 June 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 22 March 2010 |
| Series 7 | General Securities Representative Examination | 15 February 2010 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 24 October 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 5725249
- Firm
- Cohesion Wealth Management · CRD 308980
- Role
- Managing Member
- Office
- 380 INTERLOCKEN CRESCENT, SUITE 260, Broomfield, CO 80021
- Registration
- Investment adviser registration
- In the industry since
- November 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cohesionwm.com
Where does Eric Veve work?
Eric Veve has been Managing Member of Cohesion Wealth Management, LLC since April 2020, and is a control person of the firm.
Is Eric Veve a financial advisor?
Yes. Eric Veve has a current investment-adviser registration in Colorado, through Cohesion Wealth Management since June 2020.
How many years of experience does Eric Veve have?
Eric Veve has 16 years in the financial industry, since November 2009, across 4 adviser firms.
What exams has Eric Veve passed?
Eric Veve has passed 3 licensing exams: the Series 6, Series 7 and Series 66. The earliest, the Series 6, was passed in October 2009. FINRA credited Eric Veve with the SIE, which began in October 2018.
Where did Eric Veve work before Cohesion Wealth Management?
Before Cohesion Wealth Management, Eric Veve was registered through Strategic Advisers, Inc., September 2010 to July 2012; Metlife Securities Inc., May 2010 to August 2010.
Where is Eric Veve based?
Eric Veve’s registered office is in Broomfield, CO.
Is Eric Veve registered with FINRA?
No. Eric Veve has no current broker registration.
How can I verify Eric Veve’s record?
Search CRD 5725249 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric Veve’s full registration record.
