Professional

 

Kevin entered the industry in 1990 and is a graduate of McNeese State University. He specializes in providing comprehensive financial and wealth management advice to individuals, business owners, physicians, and individuals near retirement.

Our financial team is dedicated to helping individuals and business owners achieve financial security within the protection, accumulation, retirement income, and estate planning phases of their personal and business financial plans. We believe in a comprehensive planning approach that includes a suite of tailored insurance and investment solutions for our clients.

With a focused expertise on the business owner, Kevin can provide guidance for any stage of your business:


Licenses

  • Series 6 & 63: Mutual Funds, Variable Annuities, Insurance Premiums
  • Series 65: Investment Advisor
  • Series 7: Wealth Management Advisor

Awards & Accomplishments

  • Pacesetter 1st 40 (1990): Nationally only 11% of new financial representatives qualify for this award as this award represents one of the highest measures of consistency within Northwestern Mutual. 
  • Million Dollar Round Table (MDRT): (MDRT) is a global, independent association for the world's leading life insurance and financial services professionals. MDRT membership is recognized internationally as the standard of excellence in your business and strengthens your credibility and confidence among your clients.
    • Qualifying/Life Member (2014)
    • Qualifying Member (2001-2002, 2006-2010, 2012-2013)
  • National Association of Insurance and Financial Advisors Quality Award
    • Award recognizing commitment to excellence in service to clients and industry
  • National Quality Award (1993,1995,2001-2003,2008-2010)
    • Award recognizing persistency and performance

Designations

  • Chartered Financial Consultant (ChFC®). A ChFC® designation is an advanced financial planning designation with in-depth knowledge of key financial planning disciplines including:
    • insurance
    • income taxation
    • retirement planning
    • investments
    • estate planning.
  • Retirement Income Certified Professional (RICP®). A RICP® works with clients to:
    • Build a comprehensive retirement income plan that addresses income needs and other financial goals.
    • Choose the optimal retirement age.
    • Plan for the risks faced in retirements such as longevity, market volatility, inflation, tax planning, health care, wealth management of assets, and estate & legacy planning.
    • Make client-specific decisions about how to generate income from retirement assets.
    • Make claiming decisions that maximize Social Security benefits.

Kevin B. Cooley, ChFC®, RICP®
Wealth Management Advisor


Cooley, Liggio and Blanchard Wealth Management Group

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck