Cooper W Wells
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Strategic Advisers LLCMar 2026 to now
- Fidelity InvestmentsFeb 2026 to now
- ThriventSep 2025 to Jan 2026
- Advisornet FinancialJul 2024 to Jan 2025
- Cetera Advisor Networks LLCJul 2024 to Jan 2025
- Cetera Investment Advisers LLCJul 2024 to Jan 2025
- Equitable Advisors LLCDec 2023 to May 2024
- Falcon Financial Group - Michael IhrkwJun 2023 to Dec 2023
- Minneapolis United Soccer ClubAug 2022 to Feb 2026
- O'shaugnessey DistillingApr 2022 to Aug 2022
- Eagan Wave Soccer ClubJan 2021 to Aug 2022
- Guavas Cuban CafeMay 2019 to Aug 2019
- University of Minnesota - Twin CitiesJan 2019 to Aug 2023
- North Park UniversityAug 2018 to Dec 2018
- Houlihans RestuarantJan 2018 to Aug 2018
- Minneapolis Washburn High SchoolAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 7771427
- Firm CRD
- 104555