Copper Harbor Investment Advisors, LLC

Copper Harbor Investment Advisors, LLC (CRD# 169978) is a financial advisory firm headquartered in Appleton, WI. They manage $575,000,000 in 220 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
250 North Metro Drive, Suite A, Appleton, WI 54913
https://www.copperharbor.us
By the Numbers
  • Total Assets Under Management
    575
    MILLION
  • Total Number of Accounts
    220
    ACCOUNTS
  • Average Account Value
    $2,613,636
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, IL, NY, OR, WI

Financial Advisors at Copper Harbor Investment Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Ramon Garrido Mateos, financial advisor Appleton WI
Ramon Garrido Mateos
CRD#: 6874145
250 North Metro Drive, Suite A, Appleton, WI 54913

Ramon Garrido Mateos (CRD# 6874145) is an Investment Advisor Representative working at Copper Harbor Investment Advisors, LLC in Appleton, WI and has over 6 years of experience in the finance industry.

2
Steven Hooyman, financial advisor Appleton WI
Steven N. Hooyman
CRD#: 2143662
250 North Metro Drive, Suite A, Appleton, WI 54913

Steven Hooyman (CRD# 2143662) is an Investment Advisor Representative working at Copper Harbor Investment Advisors, LLC in Appleton, WI and has over 20 years of experience in the finance industry.

3
Robert Moore, financial advisor Appleton WI
Robert J. Moore
CRD#: 6444899
250 North Metro Drive, Suite A, Appleton, WI 54913

Robert Moore (CRD# 6444899) is an Investment Advisor Representative working at Copper Harbor Investment Advisors, LLC in Appleton, WI and has over 8 years of experience in the finance industry.

4
Jesse Nelson, financial advisor Appleton WI
Jesse L. Nelson
CRD#: 5134055
250 North Metro Drive, Suite A, Appleton, WI 54913

Jesse Nelson (CRD# 5134055) is an Investment Advisor Representative working at Copper Harbor Investment Advisors, LLC in Appleton, WI and has over 18 years of experience in the finance industry.

5
Amy Sitter, financial advisor Appleton WI
Amy J. Sitter
CRD#: 2233146
250 North Metro Drive, Suite A, Appleton, WI 54913

Amy Sitter (CRD# 2233146) is an Investment Advisor Representative working at Copper Harbor Investment Advisors, LLC in Appleton, WI and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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