Advisor profile


My approach

Bennett Cooper - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Bennett Cooper - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Intergenerational Planning
  • Sustainable and Responsible Investing
  • Cash Flow Management Strategies
  • Small Business
  • Family Finances
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor of Business Administration, Finance, Hamline University

Interests

  • I really enjoy spending time outdoors. I am a sports fan and love to play pretty much anything, especially basketball and golf. Fan of the Minnesota Vikings, Twins, Timberwolves, and Iowa Hawkeyes.
  • When outside of work, I spend a lot of time with my friends and family
  • Other things I like to do outside of work is traveling, reading, volunteering, and cooking.

Community participation

  • Feed My Starving Children
  • Special Olympics of Minnesota
  • Animal Humane Society of Minnesota