Paul J. Mccoy

TOTAL WEALTH ADVISORS

Hopkins, MN 55343

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CRD#: 2317297

Professional summary

Paul Joseph Mccoy, AIF®, CIMA®, who also goes by Paul Mccoy, is a registered financial advisor currently at TOTAL WEALTH ADVISORS, LLC located in Hopkins, Minnesota.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Paul has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paul Mccoy

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.

INSURANCE AGENT; INVESTMENT RELATED; HOPKINS, MN; INSURANCE SALES; START: 10/2024; 15 HRS/MO DIRECT SUPPORT PROFESSIONAL - CARE GIVER FOR HANDICAP PERSON - 10 TO 30 HOURS PER WEEK.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Joseph Mccoy's CRS (Customer Relationship Summary).

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®

AIF^®

Accredited Investment Fiduciary

CIMA^®

Certified Investment Management Analyst

Experience

Current

January 27, 2014 - Present

TOTAL WEALTH ADVISORS, LLC

Office #1: 809 Mainstreet, Hopkins, MN 55343

RIA

CRD#: 164633

Hopkins, MN

Past

June 29, 2001 - May 2, 2012

LORD, ABBETT & CO. LLC

RIA

CRD#: 110391

JERSEY CITY, NJ

Past

June 6, 2001 - May 2, 2012

LORD ABBETT DISTRIBUTOR LLC

CRD#: 530

JERSEY CITY, NJ

Past

February 16, 1993 - June 5, 2001

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TOTAL WEALTH ADVISORS, LLC

CRD#: 164633 / SEC#: 801-121278

RIA

Registered Investment Advisory firm - (5/21/2021 Approved)

Louisiana

Registered Investment Advisory firm - (10/19/2022 Terminated)

Minnesota

Registered Investment Advisory firm - (10/26/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Minnesota
(1/27/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/14/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/23/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/10/1993

General Securities Representative Examination

Current Firm

TOTAL WEALTH ADVISORS, LLC

CRD#: 164633 / SEC#: 801-121278

RIA

Registered Investment Advisory firm - (5/21/2021 Approved)

Louisiana

Registered Investment Advisory firm - (10/19/2022 Terminated)

Minnesota

Registered Investment Advisory firm - (10/26/2022 Terminated)

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Contact information

Main Address

809 Mainstreet, Hopkins, MN 55343

Mailing Address

P.o. Box 5360, Hopkins, MN 55343

Phone number

(612) 294-9208

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE - ADV PART 2A (9/11/2025)

APPENDIX 1 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	284
AUM (Assets Under Management)	$ 102,363,444

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.

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Paul J. Mccoy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Joseph Mccoy's CRS (Customer Relationship Summary).

Certified licenses

Experience

TOTAL WEALTH ADVISORS, LLC

LORD, ABBETT & CO. LLC

LORD ABBETT DISTRIBUTOR LLC

EDWARD JONES

Primary Firm SEC Registration

TOTAL WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/14/2001

Series 63

Date: 2/23/1993

Series 7

Date: 2/10/1993

Current Firm

TOTAL WEALTH ADVISORS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TOTAL WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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