Robert L Cooney

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1996 → 01/2024
  Woodbury Financial Services
  Maineville, OH
• 01/2024 → Present
  Osaic Wealth, Inc.
  Maineville, OH

Previous Registrations

• 2008-02-08 → 2024-01-19
  Woodbury Financial Services, Inc.
  Maineville, OH
  Maineville, OH

Other Businesses

1) BOB COONEY POSITION: POA NATURE: I have POA for my Father (Bob Cooney). INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/24/2013 ADDRESS: 3386 Socialville Foster Rd., Maineville OH 45039, United States DESCRIPTION: I have POA for my Father (Bob Cooney). 2) EMPLOYEES BENEFITS PLUS POSITION: Owner NATURE: 1)EMPLOYEE BENEFITS PLUS; NONINV RELATED; 3386 SOCIALVILLE FOSTER RD MAINEVILLE,OH 45039; OWNER; 01/01/1990; 40HRS/MON; 40HR/MO; SELL/SERVICE FIXED ANNUITIES OR NON-VARIABLE INSURANCE. WORK WITH INDIVIDUALS AND SMALL TO MEDIUM SIZE BUSINESSES EXPLAINING AND WORKING WITH THEIR EMPLOYEE BENEFITS. GUIDE CONSTRUCTION OF BOTH PERSONAL AND EMPLOYEE BENEFIT INSURANCE EXPLAINING THEIR WORK BENEFITS AND SHOW HOW TO ENHANCE THEM. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/1990 ADDRESS: 3386 Socialville Foster Rd., Maineville OH 45039, United States DESCRIPTION: Sell DI LTC and Med. Sup.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-04-15

Other Names

• Robert Cooney
• Bob Cooney