Christopher Taylor Cooper

Employer firm

Fortis Capital Advisors, LLC CRD 309709

$1.62B regulatory AUM 7 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

• 05/2021 → 09/2023
  Simplicity Wealth, Llc
  Summit, NJ
• 01/2016 → 03/2017
  Swim Bike Run Of St. Louis
  Chesterfield, MO
• 03/2017 → 11/2018
  Save-A-Lot
  Earth City, MO
• 11/2018 → 11/2020
  Hussmann
  Bridgeton, MO
• 11/2020 → 04/2021
  Cwr Private Client Group
  St Charles, MO
• 01/2021 → Present
  Serenity Wealth Management
  Chesterfield, MO
• 09/2023 → Present
  Owlfi
  Lenexa, KS
• 05/2024 → Present
  Fortis Capital Advisors, Llc
  Prairie Village, KS

Previous Registrations

• 2023-09-30 → 2024-07-31
  Owlfi
  Weldon Spring, MO
  Lenexa, KS
• 2021-05-13 → 2023-09-29
  Simplicity Wealth
  Chesterfield, MO
  Summit, NJ
  Dardenne Prairie, MO
  Weldon Spring, MO

Other Businesses

1) Serenity Wealth Management; Investment-related; 2315 Technology Dr. Suite 121 O'Fallon, MO 63368; Insurance sales; President; President; 01/2021; Approx. 160 hours/month; Approx. 130 hours/month during trading hours; Insurance (life and permanent) along with fixed index annuities where applicable. 2) Chris Cooper; Investment-related; 2315 Technology Dr. Suite 121 O'Fallon, MO 63368; Insurance sales; Licensed Insurance Agent; Licensed Insurance Agent; 01/2021; Approx. 160 hours/month; Approx. 130 hours/month during trading hours; Insurance (life and permanent) along with fixed index annuities where applicable.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-25
• S63 Uniform Securities Agent State Law Examination
  2000-09-25

Other Names

• Chris Cooper