Colleen Cooper
Colleen Cooper is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Muncie, IN, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
200 South Walnut Street, Muncie, IN, 47305
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Colleen is involved in several outside business activities, including being an officer and committee member for Altrusa International, owner of Cooper Wealth Management LLC, bookkeeper for Coops Lawn and Landscape LLC, president of Coops Trucking LLC, owner of Hoosier Highlands LLC, and an employee of Katherine Onieal Investment Services LLC. Colleen spends a significant amount of time on Cooper Wealth Management and Katherine Onieal Investment Services, and a few hours per week on the other activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
State Registrations18 states
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