J.D. Kopp, MBA
Kopp Financial

Tel: (920) 315-0121
1002 S Fisk Street Suite #230
Call: 920.315.0121
Green Bay, WI 54304

A different kind of Financial Advisor

Kopp Financial | Financial Advisor in Green Bay ,WI


About Kopp Financial

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.


General Information

Firm Start Year:   2013
No.of Employees:   1
States Licensed in:   WI
Number of Years with Current Firm:   5


Qualifications & Memberships


Faqs

  • What services do you provide? What are your specialties? We can help with retirement planning, investments, income tax preparation, saving for college, estate planning, budget and debt management, and more.
  • What financial institution(s) do you represent? Kopp Financial is an independent advisory firm, and we do not sell specific financial products on commission. This keeps us honest and focused on your best interests!
  • How do you charge for your services? We charge you a single fee for our services. We do not work off commissions and we do not make any money based on the investment recommendations that we provide to you. We are also the best value you are likely to find, as most other advisors charge thousands more than Kopp Financial. We post our rates online and you can find them at https://www.koppfinancial.com/rateplans
  • Do you provide a free initial consultation? Your first session is always free. We will only charge you if you decide to work with us.
  • Why should I choose you as my financial advisor? We provide excellent value. Our competitors will be much more expensive than us, and unfortunately, they usually provide poor investment advice. Many advisors will push products for which they receive sales commissions, or investments that are setup in model portfolios that they push to all their clients that fit a specific "profile". Kopp Financial provides targeted, individualized advice that is appropriate to your situation and your specific needs. And we charge a fair price for it.
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J.D. Kopp, MBA

J.D. Kopp, MBA

Master in Business Administration


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.

Communities Served

Abrams Appleton
Black Creek Bonduel
Casco Cecil
Combined Locks De Pere
Denmark Gillett
Green Bay Green Valley
Greenleaf Kaukauna
Kimberly Krakow
Lena Little Chute
Little Suamico Luxemburg
New Franken Nichols
Oconto Oconto Falls
Oneida Pulaski
Seymour Shiocton
Sobieski Suamico
Wrightstown

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

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