Joshua
Wakefield
Cooper Mcmanus
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About this Advisor
Joshua Wakefield is a certified financial planner working out of Irvine, California, who has 2 years of relevant experience. Wakefield works at Cooper Mcmanus. Over the course of their career, they have held roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Todd Tripp/ Northwestern Mutual, Cambridge Investment Research, Inc, Cooper Financial Group Dba Cooper Mcmanus, Mml Investors Services, LLC and Massmutual Life Insurance Company. Wakefield holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in California, Tennessee and Texas. Cooper Mcmanus is a registered investment company based in Irvine, CA. The firm has offices in 21 locations and a total of 40 advisors. It handles $1 billion in assets among its 4,523 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves nine charitable organizations. Of its 4,523 client accounts, just 11% belong to high-net-worth clients who have at least $1 million in investable assets. The business provides a number of services, including 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. A financial advisor's fee schedules depend on which services are offered. However, fee types charged by Cooper Mcmanus may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cooper Mcmanus Brokerage Details
$1,296,801,066
40
4,523
$286,713
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
Joshua Wakefield Work History
Joshua has been registered as a financial advisor for 2 years.*
Cambridge Investment Research, Inc
Cooper Financial Group Dba Cooper Mcmanus
Todd Tripp/ Northwestern Mutual
Mml Investors Services, LLC
Massmutual Life Insurance Company
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
*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 Joshua Wakefield 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
Irvine, CA
Irvine, CA
Irvine, CA
Santa Ynez, CA
Irvine, CA
Irvine, CA
Thousand Oaks, CA
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.
