Wise Stewardship Financial Planning, LLC

Wise Stewardship Financial Planning, LLC (CRD# 299721) is a financial advisory firm headquartered in Lakewood Ranch, FL. They manage $13,364,081 in 107 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
8374 Market St #137, Lakewood Ranch, FL 34202
https://www.facebook.com/wisestewardshipfp/
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    107
    ACCOUNTS
  • Average Account Value
    $124,898
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, TX

Financial Advisors at Wise Stewardship Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Kopp, financial advisor Sarasota FL
Daniel M. Kopp
CRD#: 7050053
Sarasota, FL

Daniel Kopp (CRD# 7050053) is an Investment Advisor Representative working at Wise Stewardship Financial Planning, LLC in Sarasota, FL and has over 5 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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