Brian KoppCRD Number: 5056514
Current Firm: Cuna Brokerage Services, Inc.
Brian Kopp (CRD# 5056514) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Madison, WI and has over 14 years of experience in the finance industry.
Mckinley Money, LLC
Ameriprise Financial Services, LLC
Members Capital Advisors, Inc.
|Cuna Mutual Group||Waverly, IA||Sep 2009 - Current||12|
|Cuna Brokerage Services, Inc.||Waverly, IA||Sep 2009 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2007|
|S66||NASAA Uniform Combined State Law Examination||May 2010|
Total Assets Under Management3,030MILLIONS
Total Number of Accounts15,081ACCOUNTS
Average Account Value$200,896
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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