Kyle W. Jones, CFP®, AAMS, ADPA
President
Kyle started working as a Financial Planner in 2009, and started his own independent financial services practice in 2012. He is a graduate of The Ohio State University and holds the CFP® (Certified Financial Planner), AAMS®...
Arthur Cooper, CFP®
Managing Director
The day a client stormed out of a meeting, proclaiming it had been a total waste of time changed Arthur’s life. It was November 1989, and he had spent the past four years at a national financial services company that expected him...
Tonya Collier, CFP®
Acting Principal of RIA
Tonya is the cornerstone of Cooper McManus. She keeps us all in compliance and provides guidance for all Cooper McManus registered representatives, attending to every possible question or concern. If you have a problem, she will find...
Jason Werner, CFP®
Acting Principal of RIA
Wil Smith, CFA, CFP®
Director of Portfolio Management
We feel extremely fortunate to have Wil on board, as he brings with him a strong foundation in comprehensive financial planning. Wil is active in the financial planning community, having served as President of the Financial Planning...
Cooper McManus
An Office of Supervisory Jurisdiction (OSJ), Cooper McManus Manages compliance and provides consulting and other business services to the independent advisors in their network. The advisors in their netword share a commitment to exceptional, professional, knowledgeable, and value-driven service.
Charles Schwab
EXPECT TRANSPARENT PRICING AND LOW COSTS.
We help make it easy for you to be an informed investor at Schwab.
SECURITY GUARANTEE
We cover losses in your Schwab accounts due to unauthorized activity. Plus, we help keep you secure with two-step authentication and tips on spotting scams.
EXPERT INSIGHTS TO HELP YOU INVEST.
The world of investing is vast and nuanced, so we help you get your brain around it all. Today's market, tomorrow's forecasts, and investing and tax strategies.
- Expert commentary
- Investing strategies
- Financial planning tools
Orion Advisor Tech
Pioneers In Financial Tech,
Champions For Advisor Success
In 1999, when the hunt for a portfolio accounting system that could meet the needs of a growing RIA turned up empty, we made it our mission to develop the best portfolio management software on the market.
Today, that same passion is what drives our quest to innovate our platform, disrupt the status quo, and help financial professionals win by realizing their unique vision for success.
Cambridge Investment Research
Cambridge is a financial solutions firm founded in 1981 focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence.
Cambridge Highlights as of September 30, 2021
$1.31B Total Revenue, $155B Assets Under Advisement, 861 CFP® Professionals, 866 Home Office Associates, 3,779 Producing Financial Professionals
#9 Largest broker-dealer based on gross revenues*
#7 Largest in U.S. for independent broker-dealer revenue*
#8 Highest growth in producing reps 2021
#9 In total revenue*
#9 Total account assets*
* Financial Planning Magazine 2021