AC
CFP
AC
CFP

Adam Coop

24 Years of Experience
BrokerSells Insurance

Adam Coop is a CFP-designated registered investment advisor, based in Louisville, KY, with 24 years of industry experience.

Location

9700 Bunsen Parkway, Louisville, KY, 40299

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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

Adam operates under the DBA Lifetime Wealth Strategies, dedicating full-time hours to it. He also owns Fixed Insurance, where he sells insurance, and LWS Properties LLC, and is involved with TASC Properties and Plowshares Farm Center.

Employment History
Current Registrations
Ifp Securities, LLCBroker
October 2019 - Present · 6 yrs 6 mos
Independent Financial Partners
October 2019 - Present · 6 yrs 6 mos
Previous Registrations
LPL Financial LLC
June 2011 - November 2019 · 8 yrs 5 mos
LPL Financial LLCBroker
June 2011 - November 2019 · 8 yrs 5 mos
Fifth Third Securities, INC.
June 2008 - July 2011 · 3 yrs 1 mo
Fifth Third Securities, INC.Broker
July 2005 - July 2011 · 6 yrs
MML Investors Services, INC.Broker
November 2001 - June 2005 · 3 yrs 7 mos
Securian Financial Services, INC.Broker
October 2001 - October 2001 · 0 mos
State Registrations25 states
AZCACOFLGAIAILINKSKYLAMDMONCNJOHOKPASCTNTXUTVAWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.