Philip Cooper, financial advisor Morton IL
93 score

Philip Cooper

CRD Number: 4623196
Current Firm: Ae Wealth Management, LLC

Philip Cooper (CRD# 4623196) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Morton, IL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Ae Wealth Management, LLC Topeka, KS May 2017 - Current < 1
Kingdom Purposes Inc. Morton, IL Jan 2002 - Current 16
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
Contact Info for Philip J. Cooper
Phone Number: 866-363-9595
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    2,003
    MILLIONS
  • Total Number of Accounts
    10,040
    ACCOUNTS
  • Average Account Value
    $199,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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