Michael Kopec, financial advisor Michigan City IN
90 score

Michael Kopec

CRD Number: 6064981
Current Firm: Edward Jones

Michael Kopec (CRD# 6064981) is an Investment Advisor Representative working at Edward Jones in Michigan City, IN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO May 2012 - Current 4
Chindianapolis Black Diamond, WA Jan 2011 - May 2012 1
Kc Total Solution Bourbonais, IL Oct 2010 - Jan 2011 < 1
Saint Margret Mercy Omni 41 Schererville, IN Jul 1998 - Oct 2010 12
Bloom Township High School Chicago Heights, IL Jun 2000 - Sep 2007 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Michael R. Kopec
Phone Number: 314-515-2000
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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