Philip Cooper has been Founder & Advisor of 210 Wealth Management since October 2023, is a control person of the firm and directly owns between 25% and 50% of it. Philip Cooper holds a Bachelor's degree in biblical studies and an Associate degree in electronic engineering.
210 Wealth Management, Inc. is a Morton, IL firm with $243M under management, 1,001 clients and 5 advisers across 3 offices, as of its August 2026 filing.
Phil Cooper is Founder and Advisor of 210 Financial. He has spent over 25 years in multiple areas of the finance industry.
Philip Cooper’s longest registration was 13 years at Creative Financial Designs, Inc. (2004–2017). Before joining 210 Wealth Management in 2024, Philip Cooper was registered through Ae Wealth Management, LLC and Creative Financial Designs, Inc.
- Ae Wealth Management, LLC– · 7 yearsMorton, IL · Adviser representative · Firm CRD 282580
- Creative Financial Designs, Inc.– · 13 yearsMorton, IL · Adviser representative · Firm CRD 109032
Investment adviser representative registrations
Philip Cooper is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2024; the most recent is Texas, in April 2024.
- IllinoisSince 16 January 2024
- TexasResidentSince 29 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 11 March 2004 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 25 February 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 February 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Philip James Cooper
- CRD
- 4623196
- Firm
- 210 Wealth Management · CRD 328570
- Role
- Founder & Advisor
- Office
- 110 B. YORDY ROAD, Morton, IL 61550
- Registration
- Investment adviser registration
- In the industry since
- February 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- 210financial.com
Where does Philip Cooper work?
Philip Cooper has been Founder & Advisor of 210 Wealth Management, Inc. since October 2023, and is a control person of the firm.
Is Philip Cooper a financial advisor?
Yes. Philip Cooper has a current investment-adviser registration in Illinois and Texas, through 210 Wealth Management since January 2024.
How many years of experience does Philip Cooper have?
Philip Cooper has 23 years in the financial industry, since February 2003, across 3 adviser firms.
What exams has Philip Cooper passed?
Philip Cooper has passed 3 licensing exams: the Series 63, Series 6 and Series 65. The earliest, the Series 63, was passed in February 2003. FINRA credited Philip Cooper with the SIE, which began in October 2018.
Where did Philip Cooper work before 210 Wealth Management?
Before 210 Wealth Management, Philip Cooper was registered through Creative Financial Designs, Inc., April 2004 to May 2017.
Where is Philip Cooper based?
Philip Cooper’s registered office is in Morton, IL.
Is Philip Cooper registered with FINRA?
No. Philip Cooper has no current broker registration.
How can I verify Philip Cooper’s record?
Search CRD 4623196 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Philip Cooper’s full registration record.
