Thomas Kopelman, financial advisor Kansas City MO

Thomas Kopelman

CRD Number: 6932202
Current Firm: Allstreet Wealth

Thomas Kopelman (CRD# 6932202) is an Investment Advisor Representative working at Allstreet Wealth in Kansas City, MO and has over 5 years of experience in the finance industry.

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Piertree Planning Kansas City, MO Aug 2021 - Current 2
Rl Wealth Management Dba Rls Wealth Management Fishers, IN Jun 2020 - Current 4
Thrivent Financial Appleton, WI Jul 2019 - Jun 2020 < 1
Thrivent Investment Management Inc. Indianapolis, IN Mar 2019 - Jul 2019 < 1
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Minnesota State University-mankato Mankato, MN Aug 2014 - Aug 2015 1
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Thomas Kopelman
Phone Number: 816-974-7124
Registered State(s):
  • CA
  • FL
  • IL
  • IN
  • MO
  • TX
Current Firm Details
Allstreet Wealth
Firm's CRD Number: 309689
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $22,000
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, IL, IN, MO, TX

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