John Kopp, financial advisor Green Bay WI

John Kopp

CRD Number: 5187648
Current Firm: Kopp Financial

John Kopp (CRD# 5187648) is an Investment Advisor Representative working at Kopp Financial in Green Bay, WI and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Northeast Wisconsin Technical College Green Bay, WI Oct 2017 - Current 6
Ellucian Green Bay, WI Oct 2011 - Oct 2017 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2013
Contact Info for John D. Kopp
Phone Number: 920.403.0534
Registered State(s):
  • WI
Current Firm Details
Kopp Financial
Firm's CRD Number: 169118
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $87,500
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

WI

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