Alvern
Vom Steeg

Cooper Mcmanus

CRD#1696214
Investment Advisor
in Irvine, CA

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About this Advisor

Alvern Vom Steeg is a financial advisor operating in Irvine, California with a total of 3 years of industry experience. Vom Steeg is currently employed by Cooper Mcmanus. During their career, Vom Steeg has held roles at Securities America, Inc, Cooper Mcmanus, Crossmarket Capital, LLC and Cooper Financial Group Dba Cooper Mcmanus. Vom Steeg maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Idaho. Cooper Mcmanus is a financial advisory firm that has its headquarters in Irvine, CA. It has offices in 21 locations and a total of 40 advisors. It handles $1 billion in assets under management between its 4,523 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises nine charities and foundations. Of its 4,523 customer accounts, just 11% belong to high-net-worth investors who have at least $1 million in investable assets. The company has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees largely vary depending on which services are provided. Fee types charged by Cooper Mcmanus may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

9870 Research Drive
Irvine, CA 92618

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Cooper Mcmanus Brokerage Details

Total Assets Under Management

$1,296,801,066

CA Average: $7,578,581,321
Total Number of Employees

40

CA Average: 43
Total Number of Accounts

4,523

CA Average: 3,727
Average Account Size

$286,713

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Alvern Vom Steeg Work History

Alvern has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Cooper Financial Group Dba Cooper Mcmanus

2016 - 2020 (4 years)

Crossmarket Capital, LLC

2009 - 2016 (7 years)

Securities America, Inc

2009 - 2016 (7 years)

Cooper Mcmanus

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Alvern Vom Steeg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cooper Mcmanus

Susan Goodman
Irvine, CA
Courtland Alex
Irvine, CA
Terry Kerr
Irvine, CA
Bradley Sicoff
Santa Ynez, CA
Christina Bush
San Clemente, CA
Danniel Wexler
Irvine, CA
Alissa Kroeger
Thousand Oaks, CA
David Pearl
Long Beach, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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