Connor Koppa, financial advisor Apple Valley MN
89 score

Connor Koppa

CRD Number: 6178952
Current Firm: Focus Financial

Connor Koppa (CRD# 6178952) is an Investment Advisor Representative working at Focus Financial in Apple Valley, MN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Alliance Apple Valley, MN Jun 2013 - Current 3
Focus Financial Network, Inc. Apple Valley, MN Mar 2013 - Current 3
Abbot Downing, Wells Fargo Bank N.a. Minneapolis, MN May 2012 - Mar 2013 < 1
Campbell University Buies Creek, NC Apr 2010 - May 2012 2
U.s. Trust, Bank Of America Chicago, IL Jun 2011 - Aug 2011 < 1
Air Crews, Inc., Jacksonville Flying Service Jacksonville, NC Apr 2009 - Apr 2010 1
High School & College Jacksonville, NC Jun 2003 - Apr 2009 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Connor P. Koppa
Phone Number: 651-631-8166
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    1,840
    MILLIONS
  • Total Number of Accounts
    14,950
    ACCOUNTS
  • Average Account Value
    $123,077
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, MA, MD, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, VT, WA, WI

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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