Copper Harbor Investment Advisors, LLC

Copper Harbor Investment Advisors, LLC (CRD# 169978) is a financial advisory firm headquartered in Little Chute, WI. They manage $130,000,000 in 51 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $2,549,020
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Copper Harbor Investment Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Amy J. Sitter
CRD#: 2233146
2100 Freedom Road, Suite A, Little Chute, WI 54140
90
Wealthminder
score

Amy Sitter (CRD# 2233146) is an Investment Advisor Representative working at Copper Harbor Investment Advisors, LLC in Little Chute, WI and has over 24 years of experience in the finance industry.

2
Steven N. Hooyman
CRD#: 2143662
2100 Freedom Road, Suite A, Little Chute, WI 54140
86
Wealthminder
score

Steven Hooyman (CRD# 2143662) is an Investment Advisor Representative working at Copper Harbor Investment Advisors, LLC in Little Chute, WI and has over 13 years of experience in the finance industry. Steven Hooyman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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