Cooper W Wells
Advisor at Fidelity — Edina, MN France Ave South
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
1 year
Location
Edina, MN 55435-5847
Fidelity
Institution
Cooper Wells is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior positions include roles at Thrivent, Advisornet Financial, Cetera, and Equitable Advisors. Outside of finance, he has been involved with the Minneapolis United Soccer Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory roles to multiple registered investment companies and its use of advanced technologies such as AI in portfolio management.
Based on Fidelity
Edina, MN France Ave South
7740 France Ave South
Edina MN 55435-5847
Advisors at this office
49
Minnesota · Texas
1 year of industry experience
FIDELITY INVESTMENTs
2026 - Present • 1 year
Edina, MN
Thrivent
2025 - 2026 • 1 year
Minneapolis, MN
Advisornet Financial
2024 - 2025 • 1 year
Minnetonka, MN
Cetera
2024 - 2025 • 1 year
Schaumburg, IL
CETERA Advisor Networks LLC
2024 - 2025 • 1 year
El Segundo, CA
Equitable Advisors Llc
2023 - 2024 • 1 year
Minneapolis, MN
Falcon Financial Group - Michael Ihrkw
2023 - 2023 • 1 year
Rochester, MN
Minneapolis United Soccer Club
2022 - 2026 • 4 years
Minneapolis, MN
O'shaugnessey Distilling
2022 - 2022 • 1 year
Minneapolis, MN
Eagan Wave soccer club
2021 - 2022 • 1 year
Eagan, MN
Guavas cuban cafe
2019 - 2019 • 1 year
Minneapolis, MN
University of Minnesota - Twin cities
2019 - 2023 • 4 years
Minneapolis, MN
North Park University
2018 - 2018 • 1 year
Minneapolis, MN
Houlihans Restuarant
2018 - 2018 • 1 year
RIchfield, MN
Minneapolis Washburn High School
2014 - 2018 • 4 years
Minneapolis, MN
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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