RC
CFP
RC
CFP

Robert Allen Cooper

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
932 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.6B

Fee Structure

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Location

7900 Xerxes Ave. S, Ste 500, Minneapolis, MN, 55431-1120

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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

Robert is a licensed insurance agent selling life, accident and health, variable life and variable annuities, dedicating minimal time.

Employment History
Current Registrations
Capital Management Associates INC
December 2013 - Present · 12 yrs 2 mos
Capital Management Securities, INC.Broker
February 2005 - Present · 21 yrs
State Registrations5 states
FLILMAMNOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.