Advisor at Cooper Financial Investments, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cooper Financial Investments, LLC
Location
Mesa, AZ 85206
Credentials
Series 66
Industry experience
2 years
Jose Rodriguez Osuna is a financial advisor with Cooper Financial Investments, LLC, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Morgan Stanley and Northwestern Mutual. In addition to his advisory work, he assists with estate planning through Copper Canyon Law, focusing on trusts and wills. Cooper Financial Investments, LLC serves individual clients by providing financial planning and consultative services while referring portfolios to third-party managers. The firm offers assets-under-advisement services, ongoing monitoring of manager relationships, and educational seminars without exercising discretionary trading authority.
Based on Cooper Financial Investments, LLC
Based on Cooper Financial Investments, LLC
Fixed fees for financial planning services (amounts negotiated per client)
$0+: 2.00% (Strategic Portfolios) $0+: 1.80% (Tactical Portfolios) $0+: 1.70% (Allocation & Defined Outcome Portfolios) $0+: 1.00% (Preservation Portfolios) $0+: 1.50% (Private Wealth Portfolios) $0+: $300 flat fee (Client Directed Accounts)
$300 per hour for financial planning services
Fee-only: Assets Under Advisement fees: Up to $1,000,000: 1.00%; $1,000,001 to $2,000,000: 0.75%; $2,000,001 to $3,000,000: 0.50%; Over $3,000,000: 0.40%
3850 E. Baseline Road, Suite 119
Mesa, AZ 85206
Arizona · Louisiana
Cooper Financial Investments, LLC
2024 - Present (2 years)
Cooper Financial Group, LLC
2024 - Present (2 years)
Morgan Stanley
2023 - 2024 (1 year)
Morgan Stanley
2023 - 2024 (1 year)
Associate Staffing
2023 - 2023 (1 year)
General Southwest Insurance Agency
2020 - 2022 (2 years)
Starbucks Coffee Company
2020 - 2023 (3 years)
Northwestern Mutual
2019 - 2020 (1 year)
Full Time Student
2013 - 2023 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65, Series 66
Mesa, AZ
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CFP®, Series 65
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Series 66
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CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
Series 65
Scottsdale, AZ
zQuant Advisory, LLC
CFP®, Series 63, Series 66
Scottsdale, AZ
Wealthstone Private Wealth Management, LLC
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