CC
CC

Christopher Taylor Cooper

4 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
1,874 clients
Average Client Portfolio
$647K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$750K
Minimum Annual Fee:$10,000
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Location

2315 Technology Dr. Suite 121, O'Fallon, MO, 63368

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Christopher is the President of Serenity Wealth Management and a Licensed Insurance Agent, focusing on insurance sales, including life insurance, permanent insurance, and fixed index annuities. These activities each take nearly full-time hours.

Employment History
Current Registrations
Fortis Capital Advisors, LLC
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Owlfi
September 2023 - July 2024 · 10 mos
Simplicity Wealth
May 2021 - September 2023 · 2 yrs 4 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.