Julie CoppersmithCRD Number: 6363422
Current Firm: Thrivent Investment Management Inc.
Julie Coppersmith (CRD# 6363422) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Green Bay, WI and has over 7 years of experience in the finance industry.
Lpl Financial LLC
Advisors Management Group Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Thrivent Financial||Appleton, WI||Dec 2014 - Current||7|
|Thrivent Investment Management Inc.||Green Bay, WI||Jul 2014 - Current||7|
|Thrivent Financial||Appleton, WI||Oct 2014 - Dec 2014||< 1|
|Schenck Sc||Appleton, WI||Sep 2012 - Oct 2014||2|
|Truck Diagnostics Inc.||Cato, WI||Oct 2009 - Sep 2014||4|
|Concepts Unlimited Inc.||Appleton, WI||Apr 1982 - Aug 2012||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2014|
|S65||NASAA Investment Advisors Law Examination||Sep 2017|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management10,689MILLIONS
Total Number of Accounts30,308ACCOUNTS
Average Account Value$352,673
- 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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