Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dawnetta? Claim Your ProfileDawnetta Rae Cooper is an investment advisor representative at Hurlow Wealth Management Group, Inc., which is located in Bloomington, Indiana. Dawnetta has been in the industry since 2017. She is licensed to provide investment advice in Indiana. Dawnetta Rae Cooper is registered with the state of Indiana. Dawnetta's previous employment includes Charles Schwab & Co., Inc. Dawnetta has passed the Uniform Combined State Law Examination, the General Securities Representative Examination, and the Securities Industry Essentials Examination. Dawnetta's specialties include financial planning, pension consulting and selection of other advisers. Dawnetta's firm, Hurlow Wealth Management Group, Inc., provides financial planning, pension consulting, and portfolio management services. Hurlow Wealth Management Group, Inc., manages approximately $658,110,847 in assets.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IN
05/22/2023 - Present
Hurlow Wealth Management Group, Inc. (BLOOMINGTON IN)
IN
03/18/2021 - 05/22/2023
CHARLES SCHWAB & CO., INC. (Bloomington IN)
BOTH
Issued 10/01/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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