Charles Cooper has been Managing Member & Chief Compliance Officer of StrongBox Wealth since August 2019, is a control person of the firm and directly owns 75% or more of it. Charles Cooper holds a Bachelor of Science in Business from the University of Missouri-Columbia.
Strongbox Wealth, LLC is a Lee'S Summit, MO firm with $562M under management, 499 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Chuck Cooper is Managing Partner of StrongBox Wealth. He has advised clients on wealth management for more than 30 years. Before co-founding StrongBox Wealth, he served as Managing Director-Investments for Cooper Wealth Management Group of Wells Fargo Advisors, and he works with multigenerational clients, business owners, professionals and executives.
Charles Cooper’s longest registration was 9 years at Wells Fargo Clearing Services, LLC (2010–2019). Before joining StrongBox Wealth in 2019, Charles Cooper was registered through Wells Fargo Clearing Services, LLC.
- Strongbox Wealth, LLCCurrent– present · 7 yearsLee'S Summit, MO · Adviser representative · Firm CRD 304952
- Wells Fargo Clearing Services, LLC– · 9 yearsLees Summit, MO · Adviser representative · Firm CRD 19616
Professional designations
Listed by StrongBox Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Charles Cooper is registered as an investment adviser representative in 2 states. The first approvals date from September 2019; the most recent is Texas, in December 2019.
- MissouriSince 9 September 2019
- TexasSince 17 December 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 10 | General Securities Sales Supervisor - General Module Examination | 2 January 2023 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 2 January 2023 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 8 February 2010 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 19 August 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 August 1993 |
| Series 7 | General Securities Representative Examination | 18 August 1993 |
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Charles Sherwood Cooper
- CRD
- 2290910
- Firm
- StrongBox Wealth · CRD 304952
- Role
- Managing Member & Chief Compliance Officer
- Office
- 3470 NE RALPH POWELL ROAD, SUITE A, Lee'S Summit, MO 64064
- Registration
- Investment adviser registration
- In the industry since
- August 1993
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- strongboxwealth.com
Where does Charles Cooper work?
Charles Cooper has been Managing Member & Chief Compliance Officer of Strongbox Wealth, LLC since August 2019, and is a control person of the firm.
Is Charles Cooper a financial advisor?
Yes. Charles Cooper has a current investment-adviser registration in Missouri and Texas, through StrongBox Wealth since September 2019.
How many years of experience does Charles Cooper have?
Charles Cooper has 33 years in the financial industry, since August 1993, across 2 adviser firms.
What exams has Charles Cooper passed?
Charles Cooper has passed 7 licensing exams: the Series 7, Series 63, Series 8, Series 66, Series 10, Series 9 and Series 99TO. The earliest, the Series 7, was passed in August 1993. FINRA credited Charles Cooper with the SIE, which began in October 2018.
Where did Charles Cooper work before StrongBox Wealth?
Before StrongBox Wealth, Charles Cooper was registered through Wells Fargo Clearing Services, LLC, February 2010 to August 2019.
Where is Charles Cooper based?
Charles Cooper’s registered office is in Lee'S Summit, MO.
Is Charles Cooper registered with FINRA?
No. Charles Cooper has no current broker registration.
Is Charles Cooper a CFP?
StrongBox Wealth lists Charles Cooper with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Charles Cooper’s record?
Search CRD 2290910 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charles Cooper’s full registration record.