Donald W Cooley

Current Employers

Employment History

• 08/2014 → 09/2024
  Transamerica Financial Advisors, Inc
  St. Petersburg, FL
• 08/2013 → 09/2024
  World Financial Group
  Cedar Rapids, IA
• 01/2012 → Present
  Home Decisions Llc Dba Ourchoice Planning As Of 04.06.2026
  Parker, CO
• 01/2014 → 11/2022
  B-W Insurance
  Centennial, CO
• 08/2016 → 11/2023
  Camelon Energy, Llc
  Parker, CO
• 12/2019 → 12/2023
  Asian Chamber Of Commerce
  Denver, CO
• 02/2021 → 07/2024
  New Capital Finance Llc
  Golden, CO
• 03/2020 → 02/2021
  Scl Mortgage, Llc
  Lone Tree, CO
• 01/2016 → 09/2024
  Wealthwave
  Greenwood Village, CO
• 08/2024 → 11/2024
  Nexa Mortgage, Llc
  Chandler, AZ
• 09/2024 → Present
  Global View Capital Advisors, Llc
  Waukesha, WI
• 10/2024 → Present
  Global View Capital Management, Llc
  Waukesha, WI
• 12/2024 → 02/2026
  Mcdermott Investment Services, Llc
  Bethehem, PA
• 12/2024 → 01/2026
  Revolve Mortgage Inc
  Golden, CO

Previous Registrations

• 2015-01-26 → 2024-09-27
  Transamerica Financial Advisors, Llc
  Centennial, CO

Other Businesses

[1] HOME DECISIONS LLC DBA OURCHOICE PLANNING; YES-INVESTMENT RELATED; ADDRESS: 14684 HAFLINGER AVENUE, PARKER, CO 80134; NATURE: FINANCIAL SERVICES ENTITY & PASS-THROUGH ENTITY; POSITION: MEMBER & OWNER; STARTED: 01.02.2012 AND BECAME A DBA ON 04.06.2026 TO MARKET FINANCIAL PRODUCTS; APPROX. 5 HRS/MO; APPROX. ZERO HRS/MO DURING TRADING HOURS; RESPONSIBILITIES: MARKET AND SELL FINANCIAL PRODUCTS AND SERVICE CLIENT ACCOUNTS THROUGH THIS ENTITY & MANAGE INCOME AND EXPENDITURES OF THE PASS-THROUGH SIDE OF THIS ENTITY. [2] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 09.06.2024; APPROX. 30 HRS/MONTH; APPROX. 30 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL LIFE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES FOR MULTIPLE PROVIDER COMPANIES AND SERVICE CLIENTS AS WELL AS OFFER PROVIDER LEGAL SERVICES FOR WILLS, TRUSTS, ETC. [3] GLOBAL VIEW CAPITAL ADVISORS, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL MANAGEMENT, LLC; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: MARKETING FIRM FOR INSURANCE AND ADVISORY SERVICES; POSITION: INDEPENDENT CONTRACTOR; AFFILIATION DATE: 09.30.2024; APPROX. 100 ADVISORY HRS/MONTH DURING TRADING HOURS; APPROX. 100 ADVISORY HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GVCI INSURANCE SERVICES. GVCI HOURS LISTED SEPARATELY IF APPLICABLE. [4] AVI PLANNING; NOT INVESTMENT RELATED; ADDRESS: 18921 HIGHLAND DRIVE, OREGON CITY, OR 97045; NATURE: ESTATE PLANNING; POSTION: AGENT; STARTED: 08.04.2026; APPROX. 5 HRS/MO DURING TRADING HOURS; APPROX. 5 HRS/MO OUTSIDE TRADING HOURS; REPSONSIBILITIES: MARKET, EDUCATION AND SELL ESTATE PLANNING SERVICES.

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-02-03
• S65 Uniform Investment Adviser Law Examination
  2015-01-20

Other Names

• Donald Wayne Cooley
• Donald Cooley
• Don Cooley