Bert Allen Cooper

Current Employers

Employment History

• 08/2009 → 08/2017
  Wfg Investments Inc.
  Peoria, AZ
• 04/2015 → Present
  Clarus Wealth Advisors, Llc
  Peoria, AZ
• 08/2017 → 10/2023
  Crown Capital Securities, Lp
  Orange, CA
• 10/2023 → Present
  Private Client Services
  Peoria, AZ

Previous Registrations

• 2009-08-21 → 2017-08-30
  Wfg Advisors, Lp
  Peoria, AZ
• 2006-10-05 → 2009-08-24
  Associated Securities Corp.
  Roseville, CA
  Peoria, AZ
  Sun City, AZ
• 2007-01-11 → 2009-08-24
  Associated Planners Investment Advisory Inc
  Roseville, CA

Other Businesses

1) C&H AZ Properties LLC. 9125 W Thunderbird Rd, Ste 100, Peoria, AZ 85381. Office Building. Owner 75% 2) Clearview Financial LLC. 9125 W Thunderbird Rd, Ste 100, Peoria, AZ 85381. Operations company for Clarus. Owner 75%. 3) Estate of Affairs LLC. 9125 W Thunderbird Rd, Ste 100, Peoria, AZ 85381. Payroll for Clearview Financial. Owner 70%. 4) Clarus Wealth Advisors. 9125 W Thunderbird Rd, Ste 100, Peoria, AZ 85381. RIA. 5) Bell & Associates. 14425 N 7thst, #101, Phoenix, AZ 85022. Insurance Agent. 6) ReFlection Metrics LLC. 9125 W Thunderbird Rd, Ste 100, Peoria, AZ 85381. IT for the RIA. Owner 70%. 7) Plaza Del Rio Management. Board member. Property Management.

Exams

• S66 Uniform Combined State Law Examination
  2010-03-23
• S65 Uniform Investment Adviser Law Examination
  1996-10-11
• S63 Uniform Securities Agent State Law Examination
  1996-10-07