Michael Cochran has been an investment adviser representative at Garrett Wealth Advisory Group since January 2022, and is not listed among the firm’s executive officers or direct owners. Michael Cochran holds a Bachelor of Science in Personal Financial Planning from Texas Tech University, an MBA from Texas Christian University and a Certificate in International Affairs from Bush School of Government and Public Service.
Garrett Wealth Advisory Group, LLC is a Weatherford, TX firm with $970M under management, 798 clients and 19 advisers across 4 offices, as of its September 2026 filing.
Michael Cochran is Chief Investment Officer of BentOak Capital, where he oversees the firm's overall financial planning and investment management process. He also works with clients to develop plans. He has been part of the investment and financial planning industry since 2007, with experience in investment management, retirement planning, banking, charitable planning, estate planning, insurance and employee retirement plans.
Michael Cochran’s longest registration is the current one, 4 years at Garrett Wealth Advisory Group since 2022. Before joining Garrett Wealth Advisory Group in 2022, Michael Cochran was registered through Schwab Private Client Investment Advisory, Inc. and Charles Schwab & Co., Inc.
- Schwab Private Client Investment Advisory, Inc.– · 2 yearsWestlake, TX · Adviser representative · Firm CRD 159035
- Charles Schwab & Co., Inc.– · under a yearWestlake, TX · Adviser representative · Firm CRD 5393
- Frost Investment Services– · 1 yearFort Worth, TX · Adviser representative · Firm CRD 286129
- Frost Investment Advisors, LLC– · 2 yearsFort Worth, TX · Adviser representative · Firm CRD 146148
Professional designations
Listed by Garrett Wealth Advisory Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst (CIMA®)
Investment adviser representative registrations
Michael Cochran is registered as an investment adviser representative in Texas, since January 2022.
- TexasSince 3 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 9 February 2018 |
| Series 7 | General Securities Representative Examination | 31 October 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Joseph Cochran
- CRD
- 6368586
- Firm
- Garrett Wealth Advisory Group · CRD 173563
- Office
- 5000 Overton Plaza, Suite 110, Fort Worth, TX 76109
- Registration
- Investment adviser registration
- In the industry since
- July 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bentoakcapital.com
Where does Michael Cochran work?
Michael Cochran is an investment adviser representative registered through Garrett Wealth Advisory Group, LLC since January 2022, and is not listed among the firm’s executive officers or direct owners.
Is Michael Cochran a financial advisor?
Yes. Michael Cochran has a current investment-adviser registration in Texas, through Garrett Wealth Advisory Group since January 2022.
How many years of experience does Michael Cochran have?
Michael Cochran has 11 years in the financial industry, since July 2015, across 5 adviser firms.
What exams has Michael Cochran passed?
Michael Cochran has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in October 2017. FINRA credited Michael Cochran with the SIE, which began in October 2018.
Where did Michael Cochran work before Garrett Wealth Advisory Group?
Before Garrett Wealth Advisory Group, Michael Cochran was registered through Schwab Private Client Investment Advisory, Inc., August 2019 to December 2021; Charles Schwab & Co., Inc., August 2019 to August 2019; Frost Investment Services, March 2018 to June 2019; Frost Investment Advisors, LLC, July 2014 to December 2016.
Where is Michael Cochran based?
Michael Cochran’s registered office is in Fort Worth, TX.
Is Michael Cochran registered with FINRA?
No. Michael Cochran has no current broker registration.
Is Michael Cochran a CFP?
Garrett Wealth Advisory Group lists Michael Cochran with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Michael Cochran’s record?
Search CRD 6368586 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Cochran’s full registration record.
