Allyson Elaine Cooper
Investment Adviser Representative at Facet
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Allyson Elaine Cooper is an investment adviser representative with Facet in Altoona, WI, where they have been registered since 2022. They have worked in the securities industry since 2022 and were previously registered with Vanguard Marketing Corporation. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Texas and Wisconsin.
Registrations & licenses
- Investment adviser:
- Texas, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- The Vanguard Group, Inc.Aug 2020 – Apr 2021Charlotte, NC
- University of Minnesota - Twin CitiesAug 2016 – May 2017Minneapolis, MN
- Caribou CoffeeJan 2017 – May 2017Minneapolis, MN
- University of Wisconsin - MadisonAug 2017 – May 2020Madison, WI
- University of Wisconsin - MadisonNov 2017 – May 2019Madison, WI
- University of Wisconsin CollegesJun 2018 – Sep 2018Madison, WI
- University of Wisconsin - MadisonAug 2018 – May 2020Madison, WI
- Bankers' BankJan 2019 – Jul 2020Madison, WI
- Caribou CoffeeJun 2017 – Jul 2017Eau Claire, WI
- Caribou CoffeeAug 2017 – Mar 2018Madison, WI
- Facet Wealth, IncApr 2021 – no end date reportedBaltimore, MD
- Facet Wealth, Inc.Oct 2022 – no end date reportedBaltimore, MD
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Facet
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 78
- Offices listed on AdvisorFinder:
- 1
- Main office:
- West Palm Beach, FL
- SEC file number:
- 801-108767
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 31, 2026
View full firm profileOther advisors at Facet
Showing 12 of 78 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Allyson Elaine Cooper has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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