Heidi M Elick
Investment adviser representative at Cooper Mcmanus
23 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
23 years in the industry.
- Cooper McmanusJan 2022 to now
- Cambridge Investment Research, Inc.Jan 2022 to now
- Cooper Mcmanus Wealth ManagementJan 2022 to now
- Securities America AdvisorsJan 2017 to Jan 2022
- Securities America IncJan 2013 to Jan 2022
- Robert B. Anderson CfpApr 2003 to Jan 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2017
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
- 4128385
- Firm CRD
- 111458