Corey Cooney (CRD# 7308998) is an Investment Advisor Representative working at Wealth Management in Seward, NE and has 1 year of experience in the finance industry.
CRD# 6293121
Pittenger & Anderson Inc.
CRD# 1430537
Pittenger & Anderson Inc.
CRD# 2254011
Plan A Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gbe Cpa | Seward, NE | Dec 2018 - Current | 5 |
| Doolittle Lloyd Cpas | Lincoln, NE | Dec 2017 - Dec 2018 | 1 |
| Hyvee | Lincoln, NE | Jul 2017 - Jul 2018 | 1 |
| Hbe | Lincoln, NE | Jun 2017 - Oct 2017 | < 1 |
| Goracke & Associates | La Vista, NE | Oct 2014 - Jun 2017 | 2 |
| Hamilton Associates | Council Bluffs, NE | Mar 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- NE
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Total Assets Under Management2,783MILLIONS
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Total Number of Accounts3,482ACCOUNTS
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Average Account Value$799,201
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, KS, KY, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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