TrueAdvisor
TrueAdvisor
KK
KK

Kevin Kopp

Wells Fargo Advisors
38 Years of Experience
Eau Claire, WI
1 DisclosureBroker
View SEC Summary
View SEC Summary

Kevin Kopp is a registered investment advisor at Wells Fargo Advisors, based in Eau Claire, WI, with 38 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

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

View Full SEC Brochure

Location

216 Pinnacle Way, Suite 250 [Satellite], Eau Claire, WI, 54701

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
View Full SEC ReportHow to Read Disclosures
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 2 mos
Wells Fargo Advisors
August 2023 - Present · 3 yrs 2 mos
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.
More Advisors
More financial advisors in Eau Claire, WI →All financial advisors in Wisconsin →