Kopp Financial

Kopp Financial (CRD# 169118) is a financial advisory firm headquartered in , . They manage $1,400,000 in 16 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.koppfinancial.com
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $87,500
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Kopp Financial
Showing 1 - 1 of 1 top financial advisors.
1
John Kopp, financial advisor Green Bay WI
John D. Kopp
CRD#: 5187648
Green Bay, WI

John Kopp (CRD# 5187648) is an Investment Advisor Representative working at Kopp Financial in Green Bay, WI and has over 11 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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