Kevin Joseph Cooke

Employer firm

Roffman Miller Associates Inc CRD 106019

$3.20B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 02/2014 → Present
  Roffman Miller Associates, Inc.
  Philadelhphia, PA

Previous Registrations

• 2013-04-05 → 2014-02-06
  Cooke Financial Planning
  Fort Washington, PA
• 2012-07-03 → 2012-11-30
  Veritat Advisors
  Boston, MA
• 2009-05-01 → 2012-06-20
  Cooke Financial Planning
  Fort Washington, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-10-31
• S63 Uniform Securities Agent State Law Examination
  2008-09-19

Designations

• Certified Financial Planner