Tori Beth Coy
Investment adviser representative at Wealthcare Advisory Partners LLC
10 yearsExperience
1 stateRegistered in
$8.3BFirm assets
12 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Wealthcare Advisory Partners LLCMay 2026 to now
- Wealthcare Advisory Partners LLC dba Sommers FinancialMay 2026 to now
- Columbia CountyJan 2020 to May 2026
- Ticor TitleJun 2016 to Jan 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OR).
Wealthcare Advisory Partners LLC
$8.3BAssets managed
10,948Clients
172Advisers
12 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
- 8256000
- Firm CRD
- 171976