You deserve access to sound financial advice, and you should
not pay thousands of dollars for it. Did you know that most
Financial Advisors will take more than 1% of your money from
you each year? That's a lot to pay for sound advice, and it
can add up to thousands of dollars for many investors.
So what makes Kopp Financial different? It's simple. We
charge a fair price. Most advisors charge at least 3 times
more than Kopp Financial. We do things differently. We don't
need to enrich ourselves at your expense, taking an unfair
share of your retirement savings.
We don't compromise on the quality of our services, either.
Financial Advising is about knowledge, not fancy office
buildings, oak desks, or expensive suits. We only invest in
our expertise and the services we provide to you, keeping
other costs to a minimum. This is how we provide the best
Financial Advising value in Wisconsin.
We are a registered investment advisor in the state of
Wisconsin, operating out of the Green Bay area. We also
travel to clients throughout northern Wisconsin, meeting
clients in their homes. Our fee structure is simple and we
never work on commission for specific financial products.
|Firm Start Year:||2013|
|States Licensed in:||WI|
|Number of Years with Current Firm:||5|
Qualifications & Memberships
J.D. registered Kopp Financial as a Registered Investment Advisor in the State of Wisconsin after he passed the Uniform Investment Advisor Law Exam in 2013 (Series 65).
Prior to founding Kopp Financial, J.D. worked for Fortune 500 companies such as IBM and Ameriprise Financial Services. J.D. has a Masters in Business Administration from Cardinal Stritch University and a Bachelor of Arts from Gustavus Adolphus College.
Financial Advising is a second career for J.D., as he has over 20 years of Information Technology experience, mostly in senior management roles. J.D. founded his financial business because he believes all people deserve access to sound financial advice, not just the mass affluent.
J.D. lives in Howard, Wisconsin with his wife and two children.
|Combined Locks||De Pere|
|Green Bay||Green Valley|
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|