Eric David Story

Employer firm

Cooper Norman Wealth, LLC CRD 337275

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 10/2013 → Present
  Cooper Norman, Pllc
  Idaho Falls, ID
• 08/2025 → Present
  Cooper Norman Wealth, Llc
  Idaho Falls, ID

Other Businesses

Name of other business: Cooper Norman, PLLC; Is business Investment related: No; Address of other business: 1000 Riverwalk Dr, Suite 100, Idaho Falls, ID 83402; Nature of other business: CPA Firm; Your position: Partner; Start date of relationship: 10/2018; Approx. # of hours /month devote to other business: 160; Number of hours devoted to other business during securities trading hours: 160. Name of other business: Hess Performance, LLC; Is business Investment related: No; Address of other business: 100 Hess Drive, Malad, ID 83252; Nature of other business: Manufacturing; Your position: Member; Start date of relationship: 06/2022; Approx. # of hours /month devote to other business: 5; Number of hours devoted to other business during securities trading hours: 5. Name of other business: Story Holdings, LLC; Is business Investment related: No; Address of other business: Idaho Falls, ID; Nature of other business: Personal Holding Company; Your position: Member; Start date of relationship: 07/2021; Approx. # of hours /month devote to other business: 10; Number of hours devoted to other business during securities trading hours: 10.

Designations

• Personal Financial Specialist