Ronald Besonen has been an investment adviser representative at Cohesion Wealth Management since June 2020, and is not listed among the firm’s executive officers or direct owners. Ronald Besonen holds a BS in Economics and Finance from St. Cloud State University and an MBA in Finance from Vanderbilt University.
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.
Ron Besonen is Lead Advisor of Cohesion Wealth Management. He has been a financial advisor and investment analyst since 1998 and has been with Cohesion Wealth Management (formerly Epiqwest) since 2007. Before joining the firm, he served as CFO of an environmental construction company, and he worked at FedEx Corporation in strategy, forecasting, marketing and product management.
Ronald Besonen’s longest registration was 12 years at Epiqwest Investment Corporation (2008–2020). Before joining Cohesion Wealth Management in 2020, Ronald Besonen was registered through MCL Financial Group, Inc. and Epiqwest Investment Corporation.
- – present · 6 yearsRosemount, MN · Adviser representative · Firm CRD 308980
- MCL Financial Group, Inc.– · 2 yearsLafayette, CO · Adviser representative · Firm CRD 41180
- Epiqwest Investment Corporation– · 12 yearsBroomfield, CO · Adviser representative · Firm CRD 145663
- Epiqwest Financial Coporation– · 3 yearsErie, CO · Adviser representative · Firm CRD 133482
Investment adviser representative registrations
Ronald Besonen is registered as an investment adviser representative in 2 states. The first approvals date from June 2020; the most recent is Minnesota, in September 2026.
- ColoradoSince 15 June 2020
- MinnesotaSince 17 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 8 August 2009 |
| Series 7 | General Securities Representative Examination | 14 May 2009 |
| Series 65 | Uniform Investment Adviser Law Examination | 23 April 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Ronald John Besonen
- CRD
- 1968461
- Firm
- Cohesion Wealth Management · CRD 308980
- Office
- Rosemount, MN
- Registration
- Investment adviser registration
- In the industry since
- April 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cohesionwm.com
Where does Ronald Besonen work?
Ronald Besonen is an investment adviser representative registered through Cohesion Wealth Management, LLC since June 2020, and is not listed among the firm’s executive officers or direct owners.
Is Ronald Besonen a financial advisor?
Yes. Ronald Besonen has a current investment-adviser registration in Colorado and Minnesota, through Cohesion Wealth Management since June 2020.
How many years of experience does Ronald Besonen have?
Ronald Besonen has 19 years in the financial industry, since April 2007, across 4 adviser firms.
What exams has Ronald Besonen passed?
Ronald Besonen has passed 3 licensing exams: the Series 65, Series 7 and Series 63. The earliest, the Series 65, was passed in April 2007. FINRA credited Ronald Besonen with the SIE, which began in October 2018.
Where did Ronald Besonen work before Cohesion Wealth Management?
Before Cohesion Wealth Management, Ronald Besonen was registered through MCL Financial Group, Inc., April 2009 to June 2011; Epiqwest Financial Coporation, April 2007 to December 2010.
Where is Ronald Besonen based?
Ronald Besonen’s registered office is in Rosemount, MN.
Is Ronald Besonen registered with FINRA?
No. Ronald Besonen has no current broker registration.
How can I verify Ronald Besonen’s record?
Search CRD 1968461 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ronald Besonen’s full registration record.
