Gregory Norman
Investment adviser representative at Cooper Mcmanus
10 yearsExperience
1 stateRegistered in
$2.9BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Cooper McmanusMay 2025 to now
- Cambridge Investment Research, Inc.Jan 2025 to now
- Cuso Financial Services, LPJun 2022 to May 2025
- LPL Financial LLCMay 2022 to Jun 2022
- Cuna Brokerage Services, Inc.May 2016 to Jun 2022
- Cuna Mutual GroupMay 2016 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cooper Mcmanus
Legal name: Cooper Financial Group
$2.9BAssets managed
3,482Clients
62Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3072535
- Firm CRD
- 111458