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Thomas Aaron Cooper

Retirement Strategy Advisors LLC

Bend, OR

CRD 3246174

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Employer firm

Retirement Strategy Advisors LLC CRD 341145

$150M regulatory AUM 12 advisory clients

Reported services (Item 5G)

  • Pension consulting

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

Current Employers
Retirement Strategy Advisors Llc

65105 Quail Farm Road, Bend, OR 97703 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-05-01
  • OR RA
    APPROVED
    Since 2026-05-01

Branch Locations

Bend, OR • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pension Planners Northwest Eugene OR 01/2007 12/2022
Northwest Fiduciary Consultants, Llc Eugene OR 10/2014 03/2022
Zuna, Inc. Portland OR 01/2023 Present
  • 01/2007 → 12/2022
    Pension Planners Northwest
    Eugene, OR
  • 10/2014 → 03/2022
    Northwest Fiduciary Consultants, Llc
    Eugene, OR
  • 01/2023 → Present
    Zuna, Inc.
    Portland, OR
Previous Registrations
  • 2023-01-17 → 2026-03-31
    Zuna, Llc
    Bend, OR
    Portland, OR
  • 2015-02-20 → 2022-03-16
    Northwest Fiduciary Consultants, Llc
    Eugene, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-06-26
S63 Uniform Securities Agent State Law Examination 1999-08-12
  • S65 Uniform Investment Adviser Law Examination
    2014-06-26
  • S63 Uniform Securities Agent State Law Examination
    1999-08-12

View on SEC IAPD

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