ES
Eric D. Story
COOPER NORMAN WEALTH
IDAHO FALLS, ID 83402
CRD#: 8131000
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ES
Eric David StoryCOOPER NORMAN WEALTH
Professional summary
Eric David Story is a registered financial advisor currently at COOPER NORMAN WEALTH, LLC located in Idaho Falls, Idaho.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Eric has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Eric David Story'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®
NoneExperience
Current
November 24, 2025 - Present
COOPER NORMAN WEALTH, LLC
Office #1: 1000 Riverwalk Drive Suite 100, Idaho Falls, ID 83402Office #2: 859 S Yellowstone Suite 204, Rexburg, ID 83440Office #3: 1846 Wayfarer St, Pocatello, ID 83201RIA
CRD#: 337275
IDAHO FALLS, ID
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(3/5/2026)
IAR
Idaho(11/24/2025)
IAR
Utah(5/8/2026)
Exams
Current Firm
CN
COOPER NORMAN WEALTH, LLC
COOPER NORMAN WEALTH, LLC
CRD#: 337275 / SEC#:
Idaho
Registered Investment Advisory firm - (11/24/2025 Approved)Loading...
Contact information
Main Address
1000 Riverwalk Drive Suite 100, Idaho Falls, ID 83402
Mailing Address
Phone number
(208) 523-0862
Established
Firm type
Fiscal year end
# of Employees
3
0
Red Flags
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