Matthew Joseph Black
Investment adviser representative at Cooper Mcmanus
11 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
11 years in the industry.
- Cooper McmanusMay 2024 to now
- Cambridge Investment Research, Inc.May 2024 to now
- Arbor Point AdvisorsFeb 2024 to May 2024
- Securities America, Inc.Feb 2024 to May 2024
- Ae Wealth Management, LLCSep 2022 to Feb 2024
- Miller Retirement GroupJul 2022 to Feb 2024
- Charles Schwab & Co., Inc.May 2018 to Jul 2022
- Charles Schwab BankMay 2018 to Jul 2022
- State Street CorporationJan 2017 to May 2018
- Saint Louis UniversityAug 2013 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 6963588
- Firm CRD
- 111458