Ross Cochrell
CRD Number: 5492364Current Firm: United Planners' Financial Services Of America A Limited Partner
Ross Cochrell (CRD# 5492364) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Wooster, OH and has over 15 years of experience in the finance industry.
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 5532114
Stifel, Nicolaus & Company, Incorporated
CRD# 4629095
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stockman's Supply, LLC | Homerville, OH | Aug 2022 - Current | 1 |
| United Planners Financial Services | Scottsdale, AZ | Apr 2022 - Current | 2 |
| 1840 Angus Farm, LLC | Homerville, OH | Jan 2020 - Current | 4 |
| Laurel Oaks, LLC | Wooster, OH | Jan 2014 - Current | 10 |
| Cochrell Holdings, LLC | Wooster, OH | Jan 2013 - Current | 11 |
| Ross Cochrell | Wooster, OH | Jan 2008 - Current | 16 |
| Securities America, Inc. | Wooster, OH | Sep 2020 - Apr 2022 | 1 |
| Securities America Advisors, Inc. | Wooster, OH | Sep 2020 - Apr 2022 | 1 |
| Securities Service Network | Wooster, OH | May 2013 - Sep 2020 | 7 |
| Ssn Advisory, Inc. | Wooster, OH | May 2013 - Sep 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2009 |
- OH
- TX
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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