Traci
Kaas
Cooper Mcmanus
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About this Advisor
Traci Kaas is a financial advisor operating out of Irvine, California with a total of 6 years of industry experience. Kaas works at Cooper Mcmanus. Throughout their career, Kaas has worked at Transamerica Financial Advisors, Inc, Tcfg Wealth Management, Probitas Financial, Greystone Advisory Group LLC, Cooper Mcmanus, Kaas Consulting, Inc, Securitites America, Inc and Cambridge Investment Research. Kaas holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in California. Cooper Mcmanus is a registered investment firm based out of Irvine, CA. The company has offices in 21 locations and a total of 40 financial advisors. It administers $1 billion in assets under management across its 4,523 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves nine charities and foundations. Of its 4,523 accounts, just 11% are associated with high-net-worth investors who have at least $1 million in assets. The advisory firm offers 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. Financial advisory fee schedules depend on which services the firm provides the client. Fees billed by Cooper Mcmanus most likely 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
Traci Kaas Work History
Traci has been registered as a financial advisor for 6 years.*
Cambridge Investment Research
Cooper Mcmanus
Greystone Advisory Group LLC
Probitas Financial
Kaas Consulting, Inc
Securitites America, Inc
Tcfg Wealth Management
Transamerica Financial Advisors, Inc
*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 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
Irvine, CA
Irvine, CA
Santa Ynez, CA
Irvine, CA
Thousand Oaks, CA
Irvine, CA
Irvine, CA
Irvine, 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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