Kopp Investment Advisors

Kopp Investment Advisors (CRD# 107010) is a financial advisory firm headquartered in Bloomington, MN. They manage $114,017,425 in 186 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
8400 Normandale Lake Boulevard, Suite 1450, Bloomington, MN 55437
http://www.koppinvestments.com/
By the Numbers
  • Total Assets Under Management
    114
    MILLION
  • Total Number of Accounts
    186
    ACCOUNTS
  • Average Account Value
    $612,997
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
  • Other
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 Engebretson, financial advisor Bloomington MN
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 12 years of experience in the finance industry.

2
Daniel Garofalo, financial advisor Bloomington MN
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 7 years of experience in the finance industry.

3
Leroy Kopp, financial advisor Bloomington MN
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 38 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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