LPL Financial
40yrs
Top advisor by experience in Broomfield
17yrs
Eric Veve
Financial advisor at Cohesion Wealth Management
Eric Veve is a fiduciary financial advisor in Broomfield, Colorado, with 17 years in the industry. After eight years at Epiqwest Investment and two years at Strategic Advisers, Eric joined Cohesion Wealth Management in 2020, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 133 advisors with offices in Broomfield, and one of 126 fiduciaries.
At a glance
Experience17 years (since 2010)
How that compares ?More experience than 65% of advisors in Broomfield
Office380 Interlocken Crescent Suite 260, Broomfield, CO 80021
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$333,202
Advisors at the firm4
States licensed ?1 state
Services through Cohesion Wealth Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2020 – nowCohesion Wealth Management, LLCCurrent firm
- 2012 – 2020Epiqwest Investment CorporationPreviously
- Sep 2010 – Jul 2012Strategic Advisers LLCPreviously
- May 2010 – Aug 2010MSI Financial Services, Inc.Previously
Questions to ask Eric
Tailored to Eric’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Cohesion Wealth Management at (303) 442-3670 and ask for Eric Veve. Eric works from the Broomfield, CO office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2010, about 17 years. More experience than 65% of advisors in Broomfield.
What licenses does Eric hold?
Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Cohesion Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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