Cooper Gross has been an investment adviser representative at Evergreen Wealth Management since August 2025, and is not listed among the firm’s executive officers or direct owners.
Evergreen Wealth Management, LLC is a Williamston, MI firm with $249M under management, 706 clients and 5 advisers across 3 offices, as of its March 2026 filing.
- – present · 1 yearWilliamston, MI · Adviser representative · Firm CRD 174090
Investment adviser representative registrations
Cooper Gross is registered as an investment adviser representative in Michigan, since August 2025.
- MichiganSince 26 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 August 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Cooper Michael Gross
- CRD
- 8125345
- Firm
- Evergreen Wealth Management · CRD 174090
- Office
- 319 W GRAND RIVER AVE, Williamston, MI 48895
- Registration
- Investment adviser registration
- In the industry since
- August 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Cooper Gross work?
Cooper Gross is an investment adviser representative registered through Evergreen Wealth Management, LLC since August 2025, and is not listed among the firm’s executive officers or direct owners.
Is Cooper Gross a financial advisor?
Yes. Cooper Gross has a current investment-adviser registration in Michigan, through Evergreen Wealth Management since August 2025.
How many years of experience does Cooper Gross have?
Cooper Gross has 1 year in the financial industry, since August 2025, across 1 adviser firm.
What exams has Cooper Gross passed?
Cooper Gross passed the Series 65 in August 2025.
Where is Cooper Gross based?
Cooper Gross’ registered office is in Williamston, MI.
Is Cooper Gross registered with FINRA?
No. Cooper Gross has no current broker registration.
How can I verify Cooper Gross’ record?
Search CRD 8125345 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cooper Gross’ full registration record.