Kopp Investment Advisors

Kopp Investment Advisors (CRD# 107010) is a financial advisory firm headquartered in Bloomington, MN. They manage $230,250,207 in 276 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    230
    MILLION
  • Total Number of Accounts
    276
    ACCOUNTS
  • Average Account Value
    $834,240
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AZ, CA, FL, MI, MN, NY, TX

Financial Advisors at Kopp Investment Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Adam F. Engebretson
CRD#: 4912670
8400 Normandale Lake Boulevard, Suite 1450, Bloomington, MN 55437
96
Wealthminder
score

Adam Engebretson (CRD# 4912670) is an Investment Advisor Representative working at Kopp Investment Advisors in Bloomington, MN and has over 11 years of experience in the finance industry.

2
Daniel F. Garofalo
CRD#: 5769012
8400 Normandale Lake Boulevard, Suite 1450, Bloomington, MN 55437
93
Wealthminder
score

Daniel Garofalo (CRD# 5769012) is an Investment Advisor Representative working at Kopp Investment Advisors in Bloomington, MN and has over 6 years of experience in the finance industry.

3
Leroy C. Kopp
CRD#: 273935
8400 Normandale Lake Boulevard, Suite 1450, Bloomington, MN 55437
93
Wealthminder
score

Leroy Kopp (CRD# 273935) is an Investment Advisor Representative working at Kopp Investment Advisors in Bloomington, MN and has over 37 years of experience in the finance industry.

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