Ian Kopp (CRD# 7037434) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Eau Claire, WI and has over 5 years of experience in the finance industry.
CRD# 1177018
Mckinley Money, LLC
CRD# 6867949
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6621851
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Thrivent Financial | Appleton, WI | Aug 2019 - Current | 5 |
Thrivent Investment Management Inc. | Eau Claire, WI | Mar 2019 - Current | 5 |
Thrivent Financial | Appleton, WI | Jun 2019 - Aug 2019 | < 1 |
Citizens State Bank | Cadott, WI | Jul 2009 - Jun 2019 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- WI
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Total Assets Under Management14,814MILLIONS
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Total Number of Accounts42,439ACCOUNTS
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Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV, WY
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