Tanis Leuthold Kelly
Investment adviser representative at Cooper Mcmanus
10 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
10 years in the industry.
- Cooper McmanusJan 2024 to now
- Greystone Advisory GroupMar 2019 to now
- Securities America Advisors, Inc.Sep 2019 to Mar 2020
- Tk Settlement ConsultingJan 2016 to Jan 2024
Exams passed
No exams in this record.
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
- 7094646
- Firm CRD
- 111458