KK
KK

Kevin Kopp

37 Years of Experience
Willmar, MN
1 DisclosureBroker

Kevin Kopp is a registered investment advisor at Wells Fargo Advisors, based in Willmar, MN, with 37 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

2800 S First St, Ste 207, Willmar, MN, 56201

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
May 1988
Final Disposition
Other Business Activities

Kevin owns rental property in FT Meyer Beach, FL with his spouse, but a property manager handles all duties, requiring minimal time. Kevin also owns KTKOPP LLC in Eau Claire, WI, dedicating full-time hours to it, including during trading hours.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
August 2023 - Present · 3 yrs 1 mo
Wells Fargo Advisors
August 2023 - Present · 3 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2011 - August 2023 · 12 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - August 2023 · 12 yrs 7 mos
Wells Fargo Brokerage Services, L.L.C.Broker
May 2001 - December 2002 · 1 yr 7 mos
Wells Fargo Investments, LLC
March 2001 - January 2011 · 9 yrs 10 mos
Wells Fargo Investments, LLCBroker
December 2000 - January 2011 · 10 yrs 1 mo
Wells Fargo Brokerage Services, L.L.C.Broker
March 1995 - December 2000 · 5 yrs 9 mos
Piper Jaffray INC.Broker
February 1991 - March 1995 · 4 yrs 1 mo
American Express Financial Advisors INC.Broker
February 1990 - February 1991 · 1 yr
Ids Life Insurance CompanyBroker
February 1990 - February 1991 · 1 yr
American Express Financial Advisors INC.Broker
August 1988 - February 1991 · 2 yrs 6 mos
Ids Life Insurance CompanyBroker
August 1988 - February 1991 · 2 yrs 6 mos
Robert W. Baird & CO. IncorporatedBroker
August 1988 - June 1989 · 10 mos
State Registrations20 states
AZCACOFLIAILINMIMNMOMTNCNENJNMSDTXWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Kevin Kopp - Financial Advisor | TrueAdvisor