Profil
Mr. Charles S.
Cooper, III, is a Managing Partner at StrongBox Wealth LLC.
He has been providing financial solutions and wealth management advice to his clients for over 25 years.
Prior to co-founding StrongBox Wealth, he served as Managing Director of Investments for Cooper Wealth Management Group of Wells Fargo Advisors.
He graduated in 1992 from University of Missouri-Columbia with a B.S.
in Business.
Postes actifs de Chuck Cooper
| Sociétés | Poste | Début |
|---|---|---|
StrongBox Wealth LLC
 StrongBox Wealth LLC Investment ManagersFinance StrongBox Wealth LLC is a SEC-registered investment advisor headquartered in Lee's Summit, Missouri. The firm was founded by Chuck Cooper in 2019 and is owned by StrongBox Partners LLC. StrongBox Wealth provides financial planning and wealth management services for high-net-worth individuals and their families. | Directeur Général | 01/01/2019 |
Anciens postes connus de Chuck Cooper
| Sociétés | Poste | Fin |
|---|---|---|
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Corporate Officer/Principal | 01/08/2019 |
Formation de Chuck Cooper
| University of Missouri | Undergraduate Degree |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Finance |
StrongBox Wealth LLC
StrongBox Wealth LLC Investment ManagersFinance StrongBox Wealth LLC is a SEC-registered investment advisor headquartered in Lee's Summit, Missouri. The firm was founded by Chuck Cooper in 2019 and is owned by StrongBox Partners LLC. StrongBox Wealth provides financial planning and wealth management services for high-net-worth individuals and their families. | Finance |
