Joshua David Wakefield
Investment adviser representative at Cooper Mcmanus
10 yearsExperience
3 statesRegistered 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.
- Cooper McmanusMay 2021 to now
- Cambridge Investment Research, Inc.May 2021 to now
- Cooper Financial Group dba Cooper McmanusMay 2021 to now
- MML Investors Services, LLCJun 2016 to May 2021
- Massmutual Life Insurance CompanyMay 2016 to May 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 3 states (CA, TN, TX).
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
- 5990218
- Firm CRD
- 111458