Mark Steichen is not listed as a control person, but directly owns under 5% of Cohesion Wealth Management. Mark Steichen holds an MBA from the University of Iowa and a Bachelor of Arts in Finance from Loras College.
Cohesion Wealth Management is an investment adviser based in Broomfield, CO, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $171 million, as filed on 18 September 2026. Its fees, ownership and offices are on the firm’s profile.
Mark Steichen is Partner and Certified Public Accountant of Cohesion Wealth Management, based in Colorado, with over two decades of experience in tax, finance and accounting. He specializes in federal, state and local income tax returns, R&D tax credit studies, risk assessments and compliance activities. Earlier in his career he served as a Revenue Agent for the Internal Revenue Service and taught undergraduate accounting courses as an adjunct professor at Front Range Community College.
Professional designations
Listed by Cohesion Wealth Management
- Certified Public Accountant (CPA)
- CRD
- 8325760
- Firm
- Cohesion Wealth Management · CRD 308980
- Role
- CPA
- In role since
- February 2026 · under a year
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Broomfield, CO
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cohesionwm.com
Where does Mark Steichen work?
Mark Steichen has been CPA of Cohesion Wealth Management, LLC since February 2026.
How can I verify Mark Steichen’s record?
Mark Steichen’s role is listed on Cohesion Wealth Management, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 308980.
