Michelle Cooley, financial advisor Temecula CA
93 score

Michelle Cooley

CRD Number: 4467163
Current Firm: Cuna Brokerage Services, Inc.

Michelle Cooley (CRD# 4467163) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Temecula, CA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Cuna Mutual Group Madison, WI May 2014 - Current 2
Cuna Brokerage Services Waverly, IA May 2014 - Current 2
Unemployed Temecula, CA Jan 2014 - May 2014 < 1
First Allied Advisory Services, Inc. Chesterfield, MO Jul 2012 - Dec 2013 1
First Allied Securities San Diego, CA Feb 2011 - Dec 2013 2
First Command Financial Planning, Inc. Fort Worth, TX Feb 2010 - Mar 2011 1
Unemployed Fort Worth, TX Jun 2009 - Jan 2010 < 1
1st Global Capital Corp Dallas, TX Aug 2007 - May 2009 1
Credit Suisse First Boston LLC Atlanta, GA Jan 2003 - Aug 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2002
S66 NASAA Uniform Combined State Law Examination Mar 2009
Contact Info for Michelle D. Cooley
Phone Number: 319-352-4090
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,331
    MILLIONS
  • Total Number of Accounts
    6,286
    ACCOUNTS
  • Average Account Value
    $211,803
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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)
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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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

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