Drake B. Cooper

MERIDIAN WEALTH MANAGEMENT

MANDEVILLE, LA 70448

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CRD#: 7498497

Professional summary

Drake Brannen Cooper is a registered financial advisor currently at MERIDIAN WEALTH MANAGEMENT, LLC located in Mandeville, Louisiana.

Drake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Drake has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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. . VARSITY WEALTH, INVESTMENT RELATED, MANDEVILLE LA, DBA FOR FIXED INSURANCE, INSURANCE AGENT, DBA FOR INVESTMENT ADVISORY BUSINESS THROUGH MWM, START DATE10/23/2023, 160 HOURS PER MONTH DEVOTED, 160 HOURS PER MONTH DURING SECURITIES TRADING. SALES OF FIXED INSURANCE PRODUCTS AND OFFICE OVERSIGHT, INVESTMENT ADVISORY BUSINESS DBA

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Drake Brannen Cooper'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

November 27, 2023 - Present

MERIDIAN WEALTH MANAGEMENT, LLC

Office #1: 2090 Woodrow Street, Mandeville, LA 70448

RIA

CRD#: 151523

MANDEVILLE, LA

Past

September 12, 2022 - October 25, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

Baton Rouge, LA

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".

MERIDIAN WEALTH MANAGEMENT, LLC

MERIDIAN WEALTH MANAGEMENT, LLC | VARSITY WEALTH

CRD#: 151523 / SEC#: 801-70676

RIA

Registered Investment Advisory firm - (10/14/2009 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

Louisiana
(11/27/2023)

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

State Security Law Exam

IAR

Series 65

Date: 11/27/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/24/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/12/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/7/2022

Securities Industry Essentials Examination

Current Firm

MERIDIAN WEALTH MANAGEMENT, LLC

MERIDIAN WEALTH MANAGEMENT, LLC | VARSITY WEALTH

CRD#: 151523 / SEC#: 801-70676

RIA

Registered Investment Advisory firm - (10/14/2009 Approved)

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Contact information

Main Address

100 W Main Street Suite 450, Lexington, KY 40507

Mailing Address

Phone number

(859) 543-4516

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (47 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MERIDIAN WEALTH MANAGEMENT FORM ADV PART 2A 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	8,802
AUM (Assets Under Management)	$ 3,885,527,411

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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Drake B. Cooper

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Drake Brannen Cooper's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERIDIAN WEALTH MANAGEMENT, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

MERIDIAN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/27/2023

Series 63

Date: 10/24/2022

Series 7TO

Date: 9/12/2022

SIE

Date: 6/7/2022

Current Firm

MERIDIAN WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (47 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MERIDIAN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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