Unclaimed Profile

Charles Sherwood Cooper

STRONGBOX WEALTH, LLC·LEE'S SUMMIT, Missouri

SIE, Series 7, Series 8, Series 9, Series 10, Series 63, Series 66, Series 99TOCFP16 years registeredSTRONGBOX WEALTH, LLC

3470 NE RALPH POWELL ROAD, LEE'S SUMMIT, MO 64064CRD# 2290910Firm CRD# 304952

Profile Verification

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

Identity

Charles Sherwood Cooper · LEE'S SUMMIT, MO

Registration

CRD #2290910 · STRONGBOX WEALTH, LLC · 16 years registered

Brand Profile

Not yet started

Career History

STRONGBOX WEALTH, LLC

Sep 2019 – present

WELLS FARGO CLEARING SERVICES, LLC

Feb 2010 – Aug 2019

LEES SUMMIT, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 9

Series 10

Series 63

Series 66

Series 99TO

Registration record

First registered · February 9, 2010

Years registered · 16

Professional designation · CFP

Disclosure History

2000Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

STRONGBOX WEALTH, LLC

CRD 304952 · SEC 801-117141

AUM

$394M

Regulatory assets under management

Employees

1,419 client accounts

Services offered by STRONGBOX WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STRONGBOX WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Charles Sherwood Cooper offer?

Charles Sherwood Cooper specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LEE'S SUMMIT, Missouri for a consultation.

What are Charles Sherwood Cooper's credentials?

Charles Sherwood Cooper holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Charles Sherwood Cooper located?

Charles Sherwood Cooper is based in LEE'S SUMMIT, Missouri, working with STRONGBOX WEALTH, LLC. Their office serves clients in the LEE'S SUMMIT metropolitan area and surrounding communities.

How does Charles Sherwood Cooper charge for services?

Charles Sherwood 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 STRONGBOX WEALTH, LLC?

STRONGBOX WEALTH, LLC has approximately 6 employees and manages $394M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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