DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Michelle Denise Cooley

The Wealth Consulting Groupindependent RIAFort Worth, Tx dual registrantIAPD 4467163

Feed of 09/14/2026

Also filed as Michelle Denise Freeman

At current firm

3 y

since Nov 1, 2022

In the industry

23 y

since Dec 23, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Professional profile: linkedin.com/in/michelle-cooley-987184299reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

The Wealth Consulting Group independent RIA current
since Nov 1, 2022 · Fort Worth, Tx
Cuna Brokerage Services, Inc. former
May 27, 2014 to May 18, 2022 · Fort Worth, Tx
First Allied Advisory Services, Inc. former
Jul 2, 2012 to Jan 15, 2014 · Chesterfield, Mo
First Allied Securities, Inc. former
Mar 15, 2011 to Jul 2, 2012 · San Diego, Ca
First Command Financial Planning, Inc. former
Mar 29, 2010 to May 5, 2010 · Fort Worth, Tx

Moves

a registration end followed by a registration begin elsewhere

Cuna Brokerage Services, Inc. to The Wealth Consulting Group
left May 18, 2022, registered Nov 1, 2022 (167 days) · Affiliated broker-dealer or bank to independent RIA
First Allied Advisory Services, Inc. to Cuna Brokerage Services, Inc.
left Jan 15, 2014, registered May 27, 2014 (132 days) · Other
First Allied Securities, Inc. to First Allied Advisory Services, Inc.
left Jul 2, 2012, registered Jul 2, 2012 (0 days) · corporate re-registration, not a move
First Command Financial Planning, Inc. to First Allied Securities, Inc.
left May 5, 2010, registered Mar 15, 2011 (314 days) · Other

Signals

Michelle Denise Cooley left Cuna Brokerage Services, Inc. for The Wealth Consulting Group (registered 2022-11-01)
May 18, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address