COOPER FINANCIAL INVESTMENTS, LLC

Overview

Cooper Financial Investments, LLC operates as a limited liability company focused on advisory work tied to financial planning, vetting and selecting outside advisers, and running educational seminars. The firm positions itself as a capital allocator rather than a primary asset manager: it builds relationships with third‑party managers and steers client capital toward external vehicles when appropriate. Fee arrangements include hourly billing and other non-discretionary charge structures, which aligns with a consulting and planning‑first practice rather than a traditional fee‑based asset management model. Regulatory and operating flags in available records show that the firm is not an active multi‑state adviser and is not identified as an ESG investor. It has an affiliation with an insurance company, which helps explain its use of insurance products within client portfolios. The firm is classified as “unclassified” in public snapshot data, and SEC registration is not indicated in the materials provided.

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Investments & Alternatives

Location & Offices