Thomas Kopelman (CRD# 6932202) is an Investment Advisor Representative working at Allstreet Wealth in Carmel, IN and has over 5 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 4667713
Mml Investors Services, LLC
CRD# 4262156
Allworth Financial, LP
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Self-employed | Carmel, IN | Jan 2024 - Current | < 1 |
| Sora Finance | San Francisco, CA | Sep 2023 - Current | 1 |
| Miracle Mile Advisors LLC | Los Angeles, CA | Aug 2023 - Current | 1 |
| Wealth.com | Phoenix, AZ | May 2023 - Current | 1 |
| Allstreet Academy | Kansas City, MO | Aug 2022 - Current | 2 |
| Piertree Llc Dba Allstreet Wealth | Carmel, IN | Aug 2021 - Current | 3 |
| Piertree Projects | Kansas City, MO | Aug 2021 - Current | 3 |
| Rl Wealth Management Dba Rls Wealth Management | Fishers, IN | Jun 2020 - Aug 2021 | 1 |
| Thrivent Financial | Appleton, WI | Jul 2019 - Jun 2020 | < 1 |
| Thrivent Investment Management Inc. | Indianapolis, IN | Mar 2019 - Jul 2019 | < 1 |
| Thrivent Financial | Indianapolis, IN | Jun 2018 - Jul 2019 | 1 |
| Butler Consulting Group | Indianapolis, IN | Jan 2017 - Jun 2018 | 1 |
| Butler University | Indianapolis, IN | Aug 2015 - May 2018 | 2 |
| Eli Lilly And Company | Indianapolis, IN | Jun 2017 - Aug 2017 | < 1 |
| Minnesota State University-mankato | Mankato, MN | Aug 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- CA
- FL
- IL
- IN
- MO
- TX
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts150ACCOUNTS
-
Average Account Value$22,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, IL, IN, MO, TX
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