Donald Coplin, financial advisor Ada MI

Donald Coplin

CRD Number: 1055832
Current Firm: Usa Financial Securities Corporation

Donald Coplin (CRD# 1055832) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 40 years of experience in the finance industry. Donald Coplin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Trussvest LLC Republic, MO Apr 2022 - Current 1
Usa Financial Securities Corporation Ada, MI Feb 2010 - Current 14
Tahoma Advisory Group LLC Puyallup, WA Jan 2020 - Mar 2022 2
Edgecombe & Coplin Wealth Strategies, LLC Puyallup, WA May 2002 - Jan 2020 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1983
S65 NASAA Investment Advisors Law Examination Feb 1999
Contact Info for Donald W. Coplin
Phone Number: 888-407-8198
Registered State(s):
  • FL
  • MO
  • OK
  • WA
By the Numbers
  • Total Assets Under Management
    224
    MILLIONS
  • Total Number of Accounts
    1,433
    ACCOUNTS
  • Average Account Value
    $155,999
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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