A complete list of active advisors currently associated with Cooper Financial Services, Inc.

Warmer can help you find a great advisor at Cooper Financial Services, Inc. or one who fits your needs even better.

Cooper Financial Services, Inc. provides financial planning, consulting, and investment management to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers ongoing portfolio management, prepares individualized Investment Policy Statements, and may refer clients to third‑party money managers for implementation. The firm employs charting, fundamental, and technical analysis and uses a range of strategies from long‑term investing to short‑term trading, short sales, margin transactions, and options writing; it may seek discretionary authority to execute transactions in client accounts. Assigned advisors review accounts periodically and clients receive custodian statements at least quarterly, with non‑periodic reviews triggered by material events or changes in a client’s situation. Distinctive features include common ownership and shared personnel with CFS Securities, Inc., a registered limited broker‑dealer and FINRA/SIPC member, and the fact that many advisory representatives are also registered representatives and licensed insurance agents who may receive commissions for securities or insurance sales; the brochure discloses these potential conflicts and notes clients are not required to use affiliated services. The firm also engages in fee‑sharing arrangements with third‑party managers and serves an unusually large number of clients per advisor (1,335 clients across two advisors), a service model that differs from most supported firms.

To learn more about the advisors currently working at Cooper Financial Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.