Keith joined Gradient Investments in 2018 and has more than 25 years of industry experience. Prior roles include asset management for a multi-billion dollar portfolio with a large institutional asset management firm. Keith is a CFA\u00ae charterholder, managed a Lipper Award winning mutual fund, and has been featured in media outlets such as Investor\u2019s Business Daily, Nasdaq, Reuters, and Bloomberg. <\/p>\n\n\n\n
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Content provided by Gradient Investment, LLC, an SEC registered investment advisor.<\/small><\/em><\/p>\n\n\n\n \nThis endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor\u2019s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.<\/i><\/small>\n\n\n\n \n\n\n\nStrategic Referral Partner Services<\/h1>\n \n\n\n\nMedicare<\/b><\/center><\/div>\n\n\n\nHome Health care<\/b><\/center><\/div>\n\n\n\n Tax Planning<\/b><\/center><\/div>\n\n\n\n Estate Planning<\/b><\/center><\/div>\n \n<\/div>\n\n\n\n
Reverse Mortage<\/b><\/center><\/div>\n\n\n\n Real Estate<\/b><\/center><\/div>\n\n\n\n Car Homeowner Insurance<\/b><\/center><\/div>\n\n\n\n Elder Care Law Planning<\/b><\/center><\/div>\n","protected":false},"excerpt":{"rendered":" Cooper Financial Investments, LLC offers professional money management through various third-party money managers. One of our strategic alliances is with Gradient Investments, LLC (GI). GI is an SEC-registered investment advisor firm offering clients over 20 proprietary portfolios. Portfolios are managed by an experienced portfolio management team. The investment team is […]Continue Reading <\/i><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-803","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nStrategic Alliances - Cooper Financial<\/title>\n \n \n \n \n \n \n \n \n \n \n \n \n\t \n