Nikole Larson has been Partner/Operations Manager of Cohesion Wealth Management since January 2026, is not listed as a control person, but directly owns between 5% and 10% of the firm.
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.
Niki Larson is Partner and Director of Operations of Cohesion Wealth Management. She manages all aspects of the client relationship and has worked in the financial services industry since early 2010.
- – present · 4 yearsBroomfield, CO · Adviser representative · Firm CRD 308980
Investment adviser representative registrations
Nikole Larson is registered as an investment adviser representative in Colorado, since July 2022.
- ColoradoSince 11 July 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 July 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Nikole Lyhn Larson
- CRD
- 6873404
- Firm
- Cohesion Wealth Management · CRD 308980
- Role
- Partner/Operations Manager
- Office
- 380 INTERLOCKEN CRESCENT, SUITE 260, Broomfield, CO 80021
- Registration
- Investment adviser registration
- In the industry since
- July 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cohesionwm.com
Where does Nikole Larson work?
Nikole Larson has been Partner/Operations Manager of Cohesion Wealth Management, LLC since January 2026.
Is Nikole Larson a financial advisor?
Yes. Nikole Larson has a current investment-adviser registration in Colorado, through Cohesion Wealth Management since July 2022.
How many years of experience does Nikole Larson have?
Nikole Larson has 4 years in the financial industry, since July 2022, across 1 adviser firm.
What exams has Nikole Larson passed?
Nikole Larson passed the Series 65 in July 2022.
Where is Nikole Larson based?
Nikole Larson’s registered office is in Broomfield, CO.
Is Nikole Larson registered with FINRA?
No. Nikole Larson has no current broker registration.
How can I verify Nikole Larson’s record?
Search CRD 6873404 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nikole Larson’s full registration record.
