Megan Kopka, financial advisor Phoenix MD

Megan Kopka

CRD Number: 5380442
Current Firm: Apprise Wealth Management LLC

Megan Kopka (CRD# 5380442) is an Investment Advisor Representative working at Apprise Wealth Management LLC in Phoenix, MD and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Apprise Wealth Management Wilmington, NC Feb 2024 - Current < 1
Kopka Financial, LLC Wilmington, NC Jan 2018 - Current 6
Raymond James Financial Services Advisors Inc. Carolina Beach, NC Jul 2016 - Jan 2018 1
Ferrer Advisory Services Inc. Carolina Beach, NC Jul 2016 - Jan 2018 1
Commonwealth - Cap Wilmington, NC Dec 2015 - May 2016 < 1
Commonwealth Financial Network Waltham, MA Oct 2011 - Nov 2015 4
Pathfinder Wealth Consulting Wilmington, NC Oct 2011 - Nov 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Megan F. Kopka
Phone Number: (443) 690-5240
Registered State(s):
  • NC
Current Firm Details
Apprise Wealth Management LLC
Firm's CRD Number: 288709
By the Numbers
  • Total Assets Under Management
    42
    MILLIONS
  • Total Number of Accounts
    263
    ACCOUNTS
  • Average Account Value
    $160,326
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
  • Other
Types of Clients
Registered States

MD, NC, NJ, NY, PA, TX, VA

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