A complete list of active advisors currently associated with Sooner Private Financial LLC

Warmer can help you find a great advisor at Sooner Private Financial LLC or one who fits your needs even better.

Sooner Private Financial LLC is an SEC‑registered independent investment adviser managing roughly $9 million for individuals, high‑net‑worth clients, trusts, estates, charitable organizations, foundations, endowments and small businesses. The firm offers discretionary asset management, fee‑based financial planning and consulting, and access to third‑party money managers and a turnkey portfolio platform. The firm pursues active, tailored portfolio management using fundamental analysis, modern portfolio theory, technical and cyclical analysis, and conducts regular monitoring and rebalancing to align portfolios with client objectives. It also conducts due diligence on and offers access to illiquid direct participation investments and special‑circumstance DPIs (for example, 1031 exchanges, Qualified Opportunity Zones and oil and gas programs), relying on sponsor‑reported valuations for those holdings. Notable distinctions include affiliated entities that provide estate planning, tax planning, insurance/risk management, business advisory and project‑management services billed outside the advisory relationship, and adviser(s) who are insurance‑licensed and may recommend insurance products. The firm relies on custodial statements for client reporting rather than issuing its own quarterly performance statements and makes use of the Signal turnkey platform and third‑party managers, which can introduce additional operational and liquidity considerations compared with many peers.

To learn more about the advisors currently working at Sooner Private Financial LLC, 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.

Name	Location	Years of experience
Eric Cooper	Salem, NH	9

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