Philip Cooper (CRD# 4623196) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Morton, IL and has over 21 years of experience in the finance industry.
CRD# 4746685
Rp Zeigler Investment Services
CRD# 1047258
Robert W. Baird & Company Incorporated
CRD# 3039582
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 210 Financial | Morton, IL | Mar 2020 - Current | 4 |
| Ae Wealth Management, LLC | Topeka, KS | May 2017 - Current | 6 |
| Kingdom Purposes Inc. | Morton, IL | Jan 2002 - Mar 2020 | 18 |
| Creative Financial Designs, Inc. | Kokomo, IN | Mar 2004 - Jan 2017 | 12 |
| Cfd Investments, Inc. | Kokomo, IN | Jan 2003 - Jan 2017 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2003 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2004 |
- IL
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Total Assets Under Management27,083MILLIONS
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Total Number of Accounts277,294ACCOUNTS
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Average Account Value$97,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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