Alissa Anne Kroeger
Investment adviser representative at Cooper Mcmanus
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.9BFirm assets
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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.
- Cambridge Investment Research, Inc.Mar 2020 to now
- Cooper McmanusAug 2018 to now
- Cooper Financial Group dba Cooper McmanusAug 2018 to now
- Securities America, Inc.Aug 2018 to Mar 2020
- Fidelity Personal and Workplace AdvisorsJul 2018 to Aug 2018
- Fidelity Brokerage Services LLCJan 2017 to Aug 2018
- Sc Distributors, LLCApr 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
- 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
- 4460247
- Firm CRD
- 111458