Unclaimed Profile

Raymond Brent Cooley

WEALTHPLANS, LLC·FREDERICK, Maryland

SIE, Series 6, Series 7, Series 63, Series 65PFSClean record32 years registeredWEALTHPLANS, LLC

5970 FREDERICK CROSSING LANE, FREDERICK, MD 21704CRD# 2361861Firm CRD# 311560

Profile Verification

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

Identity

Raymond Brent Cooley · FREDERICK, MD

Registration

CRD #2361861 · WEALTHPLANS, LLC · 32 years registered

Brand Profile

Not yet started

Career History

WAVERLY ADVISORS, LLC

May 2026 – present

WEALTHPLANS, LLC

Jan 2021 – present

AVANTAX ADVISORY SERVICES

May 1994 – Jan 2021

Frederick, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · May 20, 1994

Years registered · 32

Professional designation · PFS

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTHPLANS, LLC

CRD 311560 · SEC 801-119949

AUM

$156M

Regulatory assets under management

Employees

355 client accounts

Services offered by WEALTHPLANS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTHPLANS, LLC →

Introduction

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Frequently Asked Questions

What services does Raymond Brent Cooley offer?

Raymond Brent Cooley specializes in Financial Planning, Investment Management. Contact their office in FREDERICK, Maryland for a consultation.

What are Raymond Brent Cooley's credentials?

Raymond Brent Cooley holds the following professional designations: PFS. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Raymond Brent Cooley located?

Raymond Brent Cooley is based in FREDERICK, Maryland, working with WEALTHPLANS, LLC. Their office serves clients in the FREDERICK metropolitan area and surrounding communities.

How does Raymond Brent Cooley charge for services?

Raymond Brent Cooley's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTHPLANS, LLC?

WEALTHPLANS, LLC has approximately 1 employees and manages $156M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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