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Joseph M

CFP®, Series 66

Idaho Falls, ID

Cooper Norman Wealth, LLC

Joseph Maddux Jr. is a CFP® with five years of industry experience, currently serving as a financial advisor at Cooper Norman Wealth, LLC. He previously worked at Butterfield Associates Inc and Strada Financial Group. In addition to his advisory role, Maddux is a tax manager at Cooper Norman, PLLC, a CPA firm. Cooper Norman Wealth, LLC provides discretionary investment management, retirement plan advisory, and standalone financial planning services. The firm serves a small client roster and integrates accounting expertise from its affiliated CPA firm into its investment process.

Passive / index investing Private / alternative investments ESG / Sustainable investing
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Nathan R

Series 63, Series 66

Idaho Falls, ID

Cooper Norman Wealth, LLC

Nathan Rydalch is a financial advisor at Cooper Norman Wealth, LLC with 21 years of industry experience. His prior roles include positions at Idaho Central Credit Union, Fall River Financial, and Allegis Advisor Group. He holds Series 63 and Series 66 licenses. Cooper Norman Wealth, LLC provides discretionary investment management, retirement plan advisory, and standalone financial planning, serving a small client base with a focus on allocation across equities, fixed income, mutual funds, ETFs, and select alternative investments. The firm is noted for its affiliation with an accounting firm and the integration of CPA services.

Passive / index investing Private / alternative investments ESG / Sustainable investing
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