Cooper Stevenson has been an investment adviser representative at The Legacy Financial Group since June 2025, and is not listed among the firm’s executive officers or direct owners.
The Legacy Financial Group, Inc. is a Tulsa, OK firm with $591M under management, 317 clients and 5 advisers across 3 offices, as of its September 2026 filing.
- – present · 1 yearTulsa, OK · Adviser representative · Firm CRD 135059
Investment adviser representative registrations
Cooper Stevenson is registered as an investment adviser representative in 2 states. The first approvals date from June 2025; the most recent is Texas, in January 2026.
- OklahomaSince 18 June 2025
- TexasSince 7 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 June 2025 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7934998
- Firm
- The Legacy Financial Group · CRD 135059
- Office
- 1425 E. 41ST PLACE, SUITE 100, Tulsa, OK 74105
- Registration
- Investment adviser registration
- In the industry since
- June 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Cooper Stevenson work?
Cooper Stevenson is an investment adviser representative registered through The Legacy Financial Group, Inc. since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Cooper Stevenson a financial advisor?
Yes. Cooper Stevenson has a current investment-adviser registration in Oklahoma and Texas, through The Legacy Financial Group since June 2025.
How many years of experience does Cooper Stevenson have?
Cooper Stevenson has 1 year in the financial industry, since June 2025, across 1 adviser firm.
What exams has Cooper Stevenson passed?
Cooper Stevenson passed the Series 65 in June 2025.
Where is Cooper Stevenson based?
Cooper Stevenson’s registered office is in Tulsa, OK.
Is Cooper Stevenson registered with FINRA?
No. Cooper Stevenson has no current broker registration.
How can I verify Cooper Stevenson’s record?
Search CRD 7934998 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cooper Stevenson’s full registration record.
Kevin KingPresident and Shareholder- Gery SadzewiczChief Compliance Officer