Molly
Cooper

Higgins & Schmidt Wealth Strategies LLC

CRD#6181705
Investment Advisor
in Denver, CO

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About this Advisor

Molly Cooper is a financial advisor working in Denver, Colorado, with a total of 6 years of relevant experience. Cooper currently works for Higgins & Schmidt Wealth Strategies LLC. Their career trajectory has included roles at Edward Jones, Raymond James Financial Services, Raymond James Financial Services Advisors Inc, Higgins & Deyoung Wealth Strategies, Hd Wealth Strategies, LLC and Lpl Financial, LLC. Cooper holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Colorado. Higgins & Schmidt Wealth Strategies LLC is a registered investment firm operating out of Denver, CO. It administers $145 million in assets under management between its 646 accounts, placing it among the mid-sized firms in the country by assets under management. The firm advises two charities and foundations. Of its 646 client accounts, 21% belong to high-net-worth investors who have more than $1 million in assets. Higgins & Schmidt Wealth Strategies LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice usually vary depending on which service is provided. Fee types charged by Higgins & Schmidt Wealth Strategies LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

1934 Market Street
Denver, CO 80202

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Higgins & Schmidt Wealth Strategies LLC Brokerage Details

Total Assets Under Management

$144,815,508

CO Average: $2,349,664,866
Total Number of Employees

5

CO Average: 28
Total Number of Accounts

646

CO Average: 1,101
Average Account Size

$224,173

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Molly Cooper Work History

Molly has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Hd Wealth Strategies, LLC

2017 - Present (7 years)

Lpl Financial, LLC

2014 - 2016 (2 years)

Raymond James Financial Services

2014 - 2016 (2 years)

Raymond James Financial Services Advisors Inc

2014 - 2016 (2 years)

Higgins & Deyoung Wealth Strategies

2013 - 2014 (1 year)

Edward Jones

*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 Molly Cooper 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 Higgins & Schmidt Wealth Strategies LLC

Molly Cooper
Denver, CO
Allison Schmidt
Denver, CO
Steven Higgins
Denver, CO
Cassidy Steck
Denver, CO

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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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