Cooper Mcmanus

Cooper Mcmanus (CRD# 111458) is a financial advisory firm headquartered in Irvine, CA. They manage $402,672,996 in 2,153 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    403
    MILLION
  • Total Number of Accounts
    2,153
    ACCOUNTS
  • Average Account Value
    $187,029
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, HI, ID, IL, IN, MA, MD, MI, NC, NE, NH, NJ, NM, NV, OR, TX, UT, VA, WA, WI

Financial Advisors at Cooper Mcmanus
Showing 1 - 10 of 62 top financial advisors.
1
Michael R. Clark
CRD#: 2389845
74770 Us Highway 111, Ste 104, Indian Wells, CA 92210
96
Wealthminder
score

Michael Clark (CRD# 2389845) is an Investment Advisor Representative working at Cooper Mcmanus in Indian Wells, CA and has over 23 years of experience in the finance industry. Michael Clark 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.

2
Dean J. Evans
CRD#: 2144093
9870 Research Drive, Irvine, CA 92618
96
Wealthminder
score

Dean Evans (CRD# 2144093) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 25 years of experience in the finance industry. Dean Evans 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.

3
Michael C. Flynn
CRD#: 1697458
9870 Research Drive, Irvine, CA 92618
96
Wealthminder
score

Michael Flynn (CRD# 1697458) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 21 years of experience in the finance industry. Michael Flynn 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.

4
Robert E. Greenamyer
CRD#: 2204149
Elizabeth, CO
96
Wealthminder
score

Robert Greenamyer (CRD# 2204149) is an Investment Advisor Representative working at Cooper Mcmanus in Elizabeth, CO and has over 24 years of experience in the finance industry. Robert Greenamyer 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.

5
David S. McManus
CRD#: 2535395
9870 Research Drive, Irvine, CA 92618
96
Wealthminder
score

David McManus (CRD# 2535395) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 22 years of experience in the finance industry. David McManus 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.

6
Nzinga N. Nyagua
CRD#: 1681827
1255 Treat Blvd Ste 300, Walnut Creek, CA 94597
96
Wealthminder
score

Nzinga Nyagua (CRD# 1681827) is an Investment Advisor Representative working at Cooper Mcmanus in Walnut Creek, CA and has over 29 years of experience in the finance industry. Nzinga Nyagua 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.

7
Anita M. O'connor
CRD#: 1059669
9870 Research Dr, Irvine, CA 92618
96
Wealthminder
score

Anita O'connor (CRD# 1059669) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 5 years of experience in the finance industry. Anita O'connor 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.

8
David J. Pearl
CRD#: 2268803
5199 E Pac Coast, Hwy #600, Long Beach, CA 90804
96
Wealthminder
score

David Pearl (CRD# 2268803) is an Investment Advisor Representative working at Cooper Mcmanus in Long Beach, CA and has over 24 years of experience in the finance industry. David Pearl 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.

9
Jason G. Werner
CRD#: 5254812
9870 Research Drive, Irvine, CA 92618
96
Wealthminder
score

Jason Werner (CRD# 5254812) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 9 years of experience in the finance industry. Jason Werner 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.

10
Paul B. Anderson
CRD#: 2497815
222 S Main Suite 500, Salt Lake City, UT 84101
93
Wealthminder
score

Paul Anderson (CRD# 2497815) is an Investment Advisor Representative working at Cooper Mcmanus in Salt Lake City, UT and has over 22 years of experience in the finance industry.

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