Shayne Kayel Cooper
Investment adviser representative at Fiduciary Financial Group, LLC
13 yearsExperience
1 stateRegistered in
$1.1BFirm assets
5 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Cooper & Vogelheim LLPJan 2021 to now
- Fiduciary Financial Group, LLCJan 2020 to now
- Munc & Cooper Cpa's LLPOct 2019 to Jul 2020
- Zeisler, Zeisler, Rawson & Johnson, LLPDec 2018 to Oct 2019
- Dal Poggetto and Company, LLPJun 2013 to Nov 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Fiduciary Financial Group, LLC
$1.1BAssets managed
415Clients
9Advisers
5 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
- 7219226
- Firm CRD
- 285681