Michelle Denise Cooley

Current Employers

Employment History

• 05/2014 → 05/2022
  Cuna Mutual Group
  Madison, WI
• 05/2014 → 05/2022
  Cuna Brokerage Services
  Waverly, IA
• 05/2022 → Present
  Lpl Financial Llc
  Fort Worth, TX

Previous Registrations

• 2014-05-27 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Fort Worth, TX
  Waverly, IA
• 2012-07-02 → 2014-01-15
  First Allied Advisory Services, Inc.
  Chesterfield, MO
  San Diego, CA
• 2011-03-15 → 2012-07-02
  First Allied Securities, Inc.
  San Diego, CA
  Sun Prairie, WI
  San Diego, CA
• 2010-03-29 → 2010-05-05
  First Command Brokerage Services, Inc.
  Fort Worth, TX

Other Businesses

1) 10/2022- THE WEALTH CONSULTING GROUP- DBA for LPL Business (entity for LPL business)- inv. related- FORT WORTH, TX 2) 10/2022- The James Cooley Show...lt's Your Life-LlVE on e360TV- co-host/public appearance - non-inv. related- Fort Worth, Texas - start date 10/25/22- 1% 3) 10/2022- The James Cooley Show...lt's Your Life-LlVE on e360TV- co-host/RADIO SHOW - non-inv. related- Fort Worth, Texas - start date 10/25/22- 1% 4) 11/01/2022 - WCG WEALTH ADVISORS LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 10/24/2022 - 160 Hours Per Month/6 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 11/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2009-03-26
• S63 Uniform Securities Agent State Law Examination
  2002-12-23

Other Names

• Michelle Denise Freeman
• Michelle Denise Cooley
• Michelle D Cooley