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WC

William K. Cooper

W.K. COOPER II ASSET MANAGEMENT
CHAMPAIGN, IL 61822
Some features on this profile are disabled
CRD#: 1515165
WC

Professional summary


William King Cooper, who also goes by Bill Cooper, is a registered financial advisor currently at W.K. COOPER II ASSET MANAGEMENT CORPORATION located in Champaign, Illinois.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. William has worked at 3 firms and has passed the Series 66, Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Bill Cooper

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view William King Cooper's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

November 28, 2000 - Present

W.K. COOPER II ASSET MANAGEMENT CORPORATION

Office #1: 3011 Village Office Place Ste. B, Champaign, IL 61822
RIA
CRD#: 123610
CHAMPAIGN, IL
Past

August 4, 1997 - June 27, 2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

August 4, 1986 - January 7, 1993

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(3/9/2021)
IAR
Illinois
(11/28/2000)
IAR
Virginia
(4/27/2017)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/27/1997
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam

Current Firm


WC
W.K. COOPER II ASSET MANAGEMENT CORPORATION
W.K. COOPER II ASSET MANAGEMENT CORPORATION

CRD#: 123610 / SEC#:

California
Registered Investment Advisory firm - (3/8/2021 Approved)
Illinois
Registered Investment Advisory firm - (11/28/2000 Approved)
Virginia
Registered Investment Advisory firm - (4/27/2017 Approved)
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Contact information


Main Address
3011 Village Office Place Suite B, Champaign, IL 61822
Mailing Address
Phone number
(217) 356-2575
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts230
AUM (Assets Under Management)$ 81,000,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


W.K. COOPER II ASSET MANAGEMENT CORPORATION

CRD#: 123610Champaign, IL 61822

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