Lindsey Cooksen has been Managing Member and Chief Compliance Officer of Cooksen Wealth since April 2019, is a control person of the firm and directly owns 75% or more of it. Lindsey Cooksen holds an MBA from Stanford University, a Master's in Education from Stanford University and a Bachelor of Arts in Economics, Managerial Studies and Kinesiology from Rice University.
Cooksen Wealth, LLC is a The Woodlands, TX firm with $206M under management, 46 clients and 3 advisers in one office, as of its June 2026 filing.
Lindsey Cooksen is Founder and Managing Director of Cooksen Wealth. She established the firm in 2019 after more than a decade with Morgan Stanley Private Wealth Management as a Private Wealth Advisor, Family Wealth Director and Portfolio Management Director. She began her Wall Street career as an Analyst at Citigroup Global Investment Bank in New York and London, and currently serves as a Director of Targa Resources Corp.
Lindsey Cooksen’s longest registration was 9 years at Morgan Stanley (2009–2019). Before joining Cooksen Wealth in 2019, Lindsey Cooksen was registered through Morgan Stanley.
- Cooksen Wealth, LLCCurrent– present · 7 yearsThe Woodlands, TX · Adviser representative · Firm CRD 300451
- Morgan Stanley– · 9 yearsThe Woodlands, TX · Adviser representative · Firm CRD 149777
Professional designations
Listed by Cooksen Wealth
- CFP®
Investment adviser representative registrations
Lindsey Cooksen is registered as an investment adviser representative in Texas, since April 2019.
- TexasSince 23 April 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 3 | National Commodity Futures Examination | 17 August 2015 |
| Series 31 | Futures Managed Funds Examination | 5 October 2009 |
| Series 66 | Uniform Combined State Law Examination | 29 September 2009 |
| Series 7 | General Securities Representative Examination | 16 September 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- National Commodity Futures Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Lindsey Maynard Cooksen
- CRD
- 5007864
- Firm
- Cooksen Wealth · CRD 300451
- Role
- Managing Member and Chief Compliance Officer
- Office
- 1790 Hughes Landing, The Woodlands, TX 77380
- Registration
- Investment adviser registration
- In the industry since
- September 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cooksenwealth.com
Where does Lindsey Cooksen work?
Lindsey Cooksen has been Managing Member and Chief Compliance Officer of Cooksen Wealth, LLC since April 2019, and is a control person of the firm.
Is Lindsey Cooksen a financial advisor?
Yes. Lindsey Cooksen has a current investment-adviser registration in Texas, through Cooksen Wealth since April 2019.
How many years of experience does Lindsey Cooksen have?
Lindsey Cooksen has 17 years in the financial industry, since September 2009, across 2 adviser firms.
What exams has Lindsey Cooksen passed?
Lindsey Cooksen has passed 4 licensing exams: the Series 7, Series 66, Series 31 and Series 3. The earliest, the Series 7, was passed in September 2009. FINRA credited Lindsey Cooksen with the SIE, which began in October 2018.
Where is Lindsey Cooksen based?
Lindsey Cooksen’s registered office is in The Woodlands, TX.
Is Lindsey Cooksen registered with FINRA?
No. Lindsey Cooksen has no current broker registration.
Is Lindsey Cooksen a CFP?
Cooksen Wealth lists Lindsey Cooksen with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Lindsey Cooksen’s record?
Search CRD 5007864 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lindsey Cooksen’s full registration record.