Lindsey Maynard Cooksen
Investment adviser representative at Cooksen Wealth, LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$206.2MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Cooksen Wealth, LLCApr 2019 to now
- Morgan Stanley Private Wealth ManagementAug 2009 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cooksen Wealth, LLC
$206.2MAssets managed
46Clients
3Advisers
3 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
- 5007864
- Firm CRD
- 300451