ES
Eric D. Story
COOPER NORMAN WEALTH
IDAHO FALLS, ID 83402
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CRD#: 8131000
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 .
At a Glance
Always Fiduciary
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.
Name of other business: Cooper Norman, PLLC; Is business Investment related: No; Address of other business: 1000 Riverwalk Dr, Suite 100, Idaho Falls, ID 83402; Nature of other business: CPA Firm; Your position: Partner; Start date of relationship: 10/2018; Approx. # of hours /month devote to other business: 160; Number of hours devoted to other business during securities trading hours: 160. Name of other business: Hess Performance, LLC; Is business Investment related: No; Address of other business: 100 Hess Drive, Malad, ID 83252; Nature of other business: Manufacturing; Your position: Member; Start date of relationship: 06/2022; Approx. # of hours /month devote to other business: 5; Number of hours devoted to other business during securities trading hours: 5. Name of other business: Story Holdings, LLC; Is business Investment related: No; Address of other business: Idaho Falls, ID; Nature of other business: Personal Holding Company; Your position: Member; Start date of relationship: 07/2021; Approx. # of hours /month devote to other business: 10; Number of hours devoted to other business during securities trading hours: 10.
CRS (Client Relationship Summary) - RIA
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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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Company Information
COOPER NORMAN WEALTH, LLC
CRD#: 337275Idaho Falls, ID 83402TRUST BUT VERIFY
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