David Kopacz, financial advisor Auburn Hills MI
89 score

David Kopacz

CRD Number: 6305107
Current Firm: Plante Moran Financial Advisors

David Kopacz (CRD# 6305107) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Auburn Hills, MI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Plante Moran Financial Advisors Auburn Hills, MI Aug 2013 - Current 3
Unemployed Shelby Twp, MI May 2013 - Aug 2013 < 1
Central Michigan University Mt. Pleasant, MI Aug 2012 - May 2013 < 1
Pac Federal Credit Union Troy, MI Jun 2012 - Aug 2012 < 1
Central Michigan University Mt. Pleasant, MI Aug 2008 - Jun 2012 3
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Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for David M. Kopacz
Phone Number: 248-223-3400
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    12,400
    MILLIONS
  • Total Number of Accounts
    2,465
    ACCOUNTS
  • Average Account Value
    $5,030,475
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States

AL, AZ, CA, CO, FL, GA, IL, IN, KY, MA, MD, MI, MN, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

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

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