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Sean Steven Cooper

Sean S. Cooper

FIT FINANCIAL CONSULTING LLC
Morton, WA
Some features on this profile are disabled
CRD#: 5176131
Sean Steven Cooper

Professional summary

Sean Steven Cooper, CFP®, who also goes by Sean S. Cooper, is a registered financial advisor currently at FIT FINANCIAL CONSULTING LLC located in Morton, Washington.

Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Sean has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Sean S. 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 Sean Steven 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®
CFP®

Certified Financial Planner

Start date: 2016

Experience

Current

November 11, 2014 - Present

FIT FINANCIAL CONSULTING LLC

RIA
CRD#: 173028
Morton, WA
Past

February 25, 2014 - October 7, 2014

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
DENVER, CO
Past

March 9, 2011 - February 20, 2014

NATIONAL PLANNING CORPORATION

RIA
CRD#: 29604
DENVER, CO
Past

August 16, 2010 - February 20, 2014

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
DENVER, CO
Past

June 6, 2008 - September 1, 2010

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
DENVER, CO

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
Colorado
(11/11/2014)
IAR
Washington
(5/16/2016)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/11/2011
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/10/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/7/2014
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/24/2009
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/5/2008
Investment Company Products/Variable Contracts Representative Examination

Current Firm

FF
FIT FINANCIAL CONSULTING LLC
FIT FINANCIAL CONSULTING LLC

CRD#: 173028 / SEC#:

Colorado
Registered Investment Advisory firm - (11/11/2014 Approved)
Washington
Registered Investment Advisory firm - (5/16/2016 Approved)
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Contact information

Main Address
Morton, WA
Mailing Address
Po Box 13, Morton, WA 98356
Phone number
(720) 808-6979
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts87
AUM (Assets Under Management)$ 6,780,739

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

FIT FINANCIAL CONSULTING LLC

CRD#: 173028Morton, WA

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