Megan Cooley has been an investment adviser representative at WealthMark since July 2025, and is not listed among the firm’s executive officers or direct owners.
Wealthmark, LLC is a Bellingham, WA firm with $132M under management, 193 clients and 2 advisers in one office, as of its March 2026 filing.
Investment adviser representative registrations
Megan Cooley is registered as an investment adviser representative in Washington, since July 2025.
- WashingtonSince 18 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 July 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Megan Ann Cooley
- CRD
- 8134209
- Firm
- WealthMark · CRD 144948
- Office
- 1329 N. STATE ST, SUITE 206, Bellingham, WA 98225
- Registration
- Investment adviser registration
- In the industry since
- July 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Megan Cooley work?
Megan Cooley is an investment adviser representative registered through Wealthmark, LLC since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Megan Cooley a financial advisor?
Yes. Megan Cooley has a current investment-adviser registration in Washington, through WealthMark since July 2025.
How many years of experience does Megan Cooley have?
Megan Cooley has 1 year in the financial industry, since July 2025, across 1 adviser firm.
What exams has Megan Cooley passed?
Megan Cooley passed the Series 65 in July 2025.
Where is Megan Cooley based?
Megan Cooley’s registered office is in Bellingham, WA.
Is Megan Cooley registered with FINRA?
No. Megan Cooley has no current broker registration.
How can I verify Megan Cooley’s record?
Search CRD 8134209 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Megan Cooley’s full registration record.