Michelle Cooper-Mcnally
Michelle Cooper-Mcnally is a registered investment advisor at Cetera Investment Advisers LLC, based in Orland Park, IL, with 22 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
15321 S 94th Ave Ste 100, Orland Park, IL, 60462
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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
Michelle is a registered representative for Megent Financial, spending full-time hours providing financial services. She also works as an insurance agent selling life and annuities, dedicating minimal time to this activity, and owns real estate for liability purposes.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Previous Registrations
Cetera Advisors LLC
LPL Financial LLCBroker
LPL Financial LLC
Infinex Investments, INC.
Infinex Investments, INC.Broker
Mutual of Omaha Investor Services, INC.Broker
Mutual of Omaha Investor Services, INC.
Waddell & Reed, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
Gsg Securities, INC.Broker
Chatfield Dean & CO., INC.Broker
State Registrations7 states
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.