Caitlin KoppelmanCRD Number: 6178843
Current Firm: Guidestream Financial, Inc.
Caitlin Koppelman (CRD# 6178843) is an Investment Advisor Representative working at Guidestream Financial, Inc. in Spring Arbor, MI and has over 4 years of experience in the finance industry.
Prudential Financial Planning Services
Raymond James Financial Services Advisors, Inc.
|Guidestream Financial, Inc.||Spring Arbor, MI||Jun 2014 - Current||4|
|Guidestream Financial, Inc.||Spring Arbor, MI||Sep 2010 - Jun 2014||3|
|Spring Arbor Cherubs Preschool||Spring Arbor, MI||Jan 2006 - Sep 2010||4|
|Spring Arbor Free Methodist Church||Spring Arbor, MI||Sep 2007 - May 2009||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2014|
Total Assets Under Management91MILLIONS
Total Number of Accounts1,055ACCOUNTS
Average Account Value$86,191
- 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
AZ, CA, FL, ID, IL, IN, KS, KY, LA, MD, MI, NY, OH, PA, TX, WA, WV