David Gordon Cooper

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 03/2011 → 05/2017
  Ameriprise Financial Services, Inc.
  Hudson, WI
• 05/2017 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 05/2017 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Minnetonka, MN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Minnetonka, MN

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Minnetonka, MN
• 2017-05-12 → 2019-03-01
  Questar Asset Management, Inc.
  St. Louis Park, MN
  Minneapolis, MN
  Minnetonka, MN
• 2011-03-31 → 2017-04-28
  Ameriprise Financial Services, Llc
  St. Paul, MN
  Hudson, WI
  St Paul, MN
• 2009-08-03 → 2011-01-06
  Edward Jones
  St Louis, MO
  Hudson, WI
  Marine On St Croix, MN

Other Businesses

1. SANDVOLD FINANCIAL GROUP POSITION: Paraplanner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/17/2017 ADDRESS: 10900 Wayzata Blvd, Suite 100, Minnetonka MN 55305, United States DESCRIPTION: Assist advisor with client service related activities

Exams

• S66 Uniform Combined State Law Examination
  2009-07-31

Other Names

• David G Cooper