Timothy Cooper
Timothy Cooper is a registered investment advisor at Ripple Effect Investment Strategies, LLC, based in Westerville, OH, with 17 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
REIS offers financial planning services with fees ranging from $997 to $7,500 or more, depending on the complexity and client's needs. Clients can choose an annual review plan or a set period of time to complete a specific plan. Fees may be negotiated, and payment schedules can be arranged. If a plan is canceled, the client will be billed only for the time and processes already completed and reimbursed for any unused funds.
Location
884 County Line Road W, Westerville, OH, 43082
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy is self-employed, providing insurance services as a sole proprietor since 1997, dedicating the majority of his time to this business. He also owns Cooper Real Estate Properties, spending a few hours per week on rental management.
Employment History
Current Registrations
Ripple Effect Investment Strategies, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.