Matthew Cooley (CRD# 5886648) is an Investment Advisor Representative working at Inspire Wealth Partners in Eagle, ID and has over 8 years of experience in the finance industry. Matthew Cooley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
CRD# 5263358
Libra Wealth LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Inspire Wealth Partners | Boise, ID | Sep 2019 - Current | 4 |
| Homestone Real Estate Partners, LLC | Boise, ID | Dec 2020 - Dec 2022 | 2 |
| True Hope Church | Boise, ID | Apr 2020 - May 2020 | < 1 |
| Aspen Capital Management | Boise, ID | Aug 2017 - Jul 2019 | 1 |
| Moss Adams Wealth Advisors LLC | Santa Rosa, CA | Jun 2015 - Jul 2017 | 2 |
| Moss Adams LLP | Everett, WA | Oct 2014 - Jun 2015 | < 1 |
| Quail Hollow Golf Club | Boise, ID | Mar 2010 - Sep 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2015 |
- ID
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Total Assets Under Management40MILLIONS
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Total Number of Accounts213ACCOUNTS
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Average Account Value$185,449
- 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
- Selection of other advisers (including private fund managers)
ID
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