Cooper Mcmanus

Cooper Mcmanus (CRD# 111458) is a financial advisory firm headquartered in Irvine, CA. They manage $520,567,943 in 2,330 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    521
    MILLION
  • Total Number of Accounts
    2,330
    ACCOUNTS
  • Average Account Value
    $223,420
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, MN, NC, NE, NH, NJ, NM, NV, OR, TX, UT, VA, WA, WI

Financial Advisors at Cooper Mcmanus
Showing 1 - 10 of 68 top financial advisors.
1
Tonya L. Collier
CRD#: 4210991
9870 Research Drive, Irvine, CA 92618
96
Wealthminder
score

Tonya Collier (CRD# 4210991) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 17 years of experience in the finance industry. Tonya Collier 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 26 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 23 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 26 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
John C. Lindsey
CRD#: 2809808
200 Auburn Folsom Road Suite 105, Auburn, CA 95603
96
Wealthminder
score

John Lindsey (CRD# 2809808) is an Investment Advisor Representative working at Cooper Mcmanus in Auburn, CA and has over 21 years of experience in the finance industry. John Lindsey 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
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 23 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.

7
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 30 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.

8
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 7 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.

9
Christina L. Orta
CRD#: 3278327
4195 E Thousand Oaks Blvd, Suite 125, Westlake Village, CA 91362
96
Wealthminder
score

Christina Orta (CRD# 3278327) is an Investment Advisor Representative working at Cooper Mcmanus in Westlake Village, CA and has over 10 years of experience in the finance industry. Christina Orta 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
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 25 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.

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