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Corey M. Cooney

WEALTH MANAGEMENT
Seward, NE 68434
Some features on this profile are disabled
CRD#: 7308998
CC

Professional summary

Corey Michael Cooney, who also goes by Corey Michel Cooney, is a registered financial advisor currently at WEALTH MANAGEMENT located in Seward, Nebraska.

Corey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Corey has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Corey Michel Cooney

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.
Gabriel Burger Else CPA PC - not investment related - 135 N. 5th St Seward, NE 68434 - Accounting Firm - Staff Accountant - 12/2019 - Approx. 180 hours monthly/Approx. 160 hours during securities trading hours - Accounting, Tax, Auditing.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Corey Michael Cooney'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®
None

Experience

Current

January 31, 2023 - Present

WEALTH MANAGEMENT

Office #1: 418 Seward St, Seward, NE 68434
RIA
CRD#: 137080
Seward, NE

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".
WEALTH MANAGEMENT
WEALTH MANAGEMENT
WEALTH FIRM | WEALTH MANAGEMENT NEBRASKA LLC | WEALTH MANAGEMENT LLC | WEALTH MANAGEMENT

CRD#: 137080 / SEC#: 801-65977

RIA
Registered Investment Advisory firm - (2/17/2006 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.

Highlighted states indicate IAR registrations

IAR
Nebraska
(1/31/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/27/2023
Uniform Investment Adviser Law Examination

Current Firm

WEALTH MANAGEMENT
WEALTH MANAGEMENT
WEALTH FIRM | WEALTH MANAGEMENT NEBRASKA LLC | WEALTH MANAGEMENT LLC | WEALTH MANAGEMENT

CRD#: 137080 / SEC#: 801-65977

RIA
Registered Investment Advisory firm - (2/17/2006 Approved)
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Contact information

Main Address
125 South 4th Street, Norfolk, NE 68701
Mailing Address
Po Box 1264, Norfolk, NE 68702-1264
Phone number
(402) 371-1160
Established
Firm type
Fiscal year end
# of Employees
60

SEC notice filing (36 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WEALTH MANAGEMENT ADV PART 2A (4/29/2025)

Regulatory assets under management

Total Number of Accounts3,617
AUM (Assets Under Management)$ 3,100,744,962

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

WEALTH MANAGEMENT

WEALTH MANAGEMENT

CRD#: 137080Seward, NE 68434

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