Wade Cooper (CRD# 6068006) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Muskego, WI and has over 11 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concourse Financial Group Securities Inc. | Muskego, WI | May 2019 - Current | 5 |
| Corporate Central Credit Union | Muskego, WI | May 2019 - Current | 5 |
| Woodbury Financial Services Inc. | Chicago Heights, IL | Oct 2014 - May 2019 | 4 |
| State Of Illinois | Chicago, IL | Feb 2015 - Apr 2019 | 4 |
| Marquette Bank | New Lenox, IL | Mar 2014 - Sep 2014 | < 1 |
| Invest Financial Corp | New Lenox, IL | Mar 2014 - Sep 2014 | < 1 |
| Rental Properties | Manhattan, IL | May 2009 - Sep 2014 | 5 |
| Cyclone Marketing | Lansing, IL | Apr 2010 - Jul 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2012 |
- WI
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Total Assets Under Management4,373MILLIONS
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Total Number of Accounts20,957ACCOUNTS
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Average Account Value$208,666
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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
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