Traci
Kaas
Cooper Mcmanus
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About this Advisor
Traci Kaas is a financial advisor based in Irvine, California, working with Cooper Mcmanus. Traci has previously held positions at Tcfg Wealth Management, Probitas Financial, Greystone Advisory Group LLC, Cooper Mcmanus, Kaas Consulting, Inc, Securitites America, Inc, Cambridge Investment Research, and Wealthtech Partners LLC. Traci has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Traci is part of Cooper Mcmanus, which operates out of Irvine, California. The firm has 23 offices and 49 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Cooper Mcmanus includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cooper Mcmanus Brokerage Details
$1,575,058,662
49
4,577
$344,125
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
Traci Kaas Work History
Wealthtech Partners LLC
Cambridge Investment Research
Cooper Mcmanus
Greystone Advisory Group LLC
Probitas Financial
Kaas Consulting, Inc
Securitites America, Inc
Tcfg Wealth Management
Disclosures
Please visit the SEC profile of Traci Kaas 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
Walnut Creek, CA
Thousand Oaks, CA
Irvine, CA
San Clemente, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
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