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Molly Jeanne Cooper

HIGGINS & SCHMIDT WEALTH STRATEGIES LLC·DENVER, Colorado
SIE, Series 7, Series 66CFPClean record13 years registeredHIGGINS & SCHMIDT WEALTH STRATEGIES LLC
1934 MARKET STREET, DENVER, CO 80202CRD# 6181705Firm CRD# 286063

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Molly Jeanne Cooper · DENVER, CO
Registration
CRD #6181705 · HIGGINS & SCHMIDT WEALTH STRATEGIES LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

Jun 2014Dec 2016
BROOMFIELD, CO
Jun 2013Mar 2014
ALEXANDRIA, MN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · June 11, 2013
Years registered · 13
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HIGGINS & SCHMIDT WEALTH STRATEGIES LLC
CRD 286063 · SEC 801-119622
AUM
$185M
Regulatory assets under management
Employees
4
805 client accounts
Services offered by HIGGINS & SCHMIDT WEALTH STRATEGIES LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Molly Jeanne Cooper offer?
Molly Jeanne Cooper specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in DENVER, Colorado for a consultation.
What are Molly Jeanne Cooper's credentials?
Molly Jeanne Cooper holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Molly Jeanne Cooper located?
Molly Jeanne Cooper is based in DENVER, Colorado, working with HIGGINS & SCHMIDT WEALTH STRATEGIES LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does Molly Jeanne Cooper charge for services?
Molly Jeanne Cooper's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HIGGINS & SCHMIDT WEALTH STRATEGIES LLC?
HIGGINS & SCHMIDT WEALTH STRATEGIES LLC has approximately 4 employees and manages $185M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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