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Gregory Howard Cooley

CFP®
IGNITE PLANNERS
Corinth, MS
·CRD# 2876905·29 years experience

Professional Summary

Gregory Howard Cooley, CFP®, who also goes by Greg Cooley, is a registered financial advisor currently at IGNITE PLANNERS LLC located in Corinth, Mississippi. Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Gregory has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Greg Cooley

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2000

Years of Experience

29 years in the financial services industry

Current & Past Employments

IGNITE PLANNERS LLC·CRD# 289797
RIA
409 Cruise Street, Corinth, MS 38834
January 11, 2018 - Present
STONEX SECURITIES INC.·CRD# 18456
BD
Corinth, MS
August 24, 2018 - September 19, 2024
CETERA WEALTH SERVICES, LLC·CRD# 13572
RIA
Corinth, MS
November 1, 2017 - August 29, 2018
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
Corinth, MS
November 1, 2017 - August 29, 2018
GIRARD SECURITIES, INC.·CRD# 18697
RIA
Corinth, MS
January 12, 2006 - November 1, 2017
GIRARD SECURITIES, INC.·CRD# 18697
BD
Corinth, MS
April 29, 2004 - November 1, 2017
MAIN STREET MANAGEMENT COMPANY·CRD# 547
BD
Boston, MA
April 24, 1997 - April 30, 2004

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Current Firm

IP
IGNITE PLANNERS LLC

ATLAS INVESTMENT MANAGEMENT | ZIZZO WEALTH PLANNING LLC | TRINITY ADVISOR GROUP | SB WEALTH | RETIREMENT SOLUTIONS | INTEGRITY WEALTH MANAGEMENT | IGNITE PLANNERS LLC | COOLEY & LABAS FINANCIAL | CAMDEN ADVISORS, LLC

CRD#: 289797 / SEC#: 801-112029
RIA
Registered Investment Advisory firm - SEC (11/13/2017 Approved)

Contact Information

Main Address

109 E. Escalones, San Clemente, CA 92672

Phone Number

(619) 504-1907

# of Employees

38

SEC notice filing (25 States and Territories)

Registered to provide investment advisory services in 25 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (8/3/2026)

Regulatory Assets Under Management

Total Number of Accounts

4,614

AUM (Assets Under Management)

$1,136,946,561

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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.

1)Cruise Street Management 409 Cruise Street Start Date: 12/31/1999 Title: Managing Member NON-Investment Related Nature: Real Estate Management Duties: Managing Apartments, Farm, and Timberland Approximately 10 hours per month spent on OBA Approximately 5 hours per month spend on OBA during Market Hours Compensation: yearly rent distribution and timber sales 2)First United Methodist Church of Corinth 901 N. Fillmore Street, Corinth, MS 38834 Serving the Church in Ministry and Administration Non-investment related Chairperson of Admin Board-FUMC Aiding in determining church policy and administration 01/01/2016 5 hours spent per month; .5 hours spent during market hours 3)Cooley and Labas Financial Advisors, PLLC This entity is DBA for Registered Reps Gregory Cooley and Andrew Labas Investment related Co-Owner Provide financial advice to current and prospective clients 12/28/2016 150 hours spent per month; 8 hours spent during market hours 4) Corinth Rotary Club - P O Box 246 Corinth, MS 38835 Nature of Business: volunteerism Investment Related: No Business Position: member of Corinth Rotary Club for over 20 years, not an officer, have no control of funds Business Duties: work for the community Business Start Date: 06/01/1996 Approximately five hours spent on this OBA monthly, with four during market hours.

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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".
IP
IGNITE PLANNERS LLC

ATLAS INVESTMENT MANAGEMENT | ZIZZO WEALTH PLANNING LLC | TRINITY ADVISOR GROUP | SB WEALTH | RETIREMENT SOLUTIONS | INTEGRITY WEALTH MANAGEMENT | IGNITE PLANNERS LLC | COOLEY & LABAS FINANCIAL | CAMDEN ADVISORS, LLC

CRD#: 289797 / SEC#: 801-112029
RIA
Registered Investment Advisory firm - SEC (11/13/2017 Approved)

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.
IAR
California
(1/11/2018)
IAR
Mississippi
(1/25/2023)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed May 1997About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 1997About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Gregory Howard Cooley's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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