Unclaimed Profile

Bert Allen Cooper

CLARUS WEALTH ADVISORS, LLC·PEORIA, Arizona

SIE, Series 7, Series 24, Series 31, Series 63, Series 65, Series 66Clean record19 years registeredCLARUS WEALTH ADVISORS, LLC

9125 W. THUNDERBIRD ROAD, SUITE 100, PEORIA, AZ 85381CRD# 2794706Firm CRD# 281160

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bert Allen Cooper · PEORIA, AZ

Registration

CRD #2794706 · CLARUS WEALTH ADVISORS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

CLARUS WEALTH ADVISORS, LLC

Mar 2016 – present

WFG ADVISORS, LP

Aug 2009 – Aug 2017

PEORIA, AZ

ASSOCIATED PLANNERS INVESTMENT ADVISORY INC

Jan 2007 – Aug 2009

ROSEVILLE, CA

ASSOCIATED SECURITIES CORP.

Oct 2006 – Aug 2009

PEORIA, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 63

Series 65

Series 66

Registration record

First registered · October 5, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLARUS WEALTH ADVISORS, LLC

CRD 281160 · SEC 801-110156

AUM

$223M

Regulatory assets under management

Employees

878 client accounts

Services offered by CLARUS WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLARUS WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Bert Allen Cooper offer?

Bert Allen Cooper specializes in Financial Planning, Investment Management. Contact their office in PEORIA, Arizona for a consultation.

What are Bert Allen Cooper's credentials?

Bert Allen Cooper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bert Allen Cooper located?

Bert Allen Cooper is based in PEORIA, Arizona, working with CLARUS WEALTH ADVISORS, LLC. Their office serves clients in the PEORIA metropolitan area and surrounding communities.

How does Bert Allen Cooper charge for services?

Bert Allen Cooper's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLARUS WEALTH ADVISORS, LLC?

CLARUS WEALTH ADVISORS, LLC has approximately 16 employees and manages $223M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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