Judy Copenbarger
Judy Copenbarger is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Irvine, CA, with 26 years of industry experience. Judy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Copenbarger Corporation, 100 Spectrum Center Dr, Ste 942, Irvine, CA, 92618
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Regulatory History (1)
Customer Dispute
May 2006Other Business ActivitiesSells Insurance
Judy is an insurance agent at Copenbarger Financial and Insurance Services, providing insurance analysis and selling fixed insurance products, dedicating about 10-20% of her time. She also owns Copenbarger Financial and Insurance Corporation, assisting with client meetings and estate planning, and owns Money Truth Strategic Planning, LLC and Inc.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Money Truth Strategic Planning
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Questar Capital CorporationBroker
Questar Asset Management, INC.
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Pruco Securities CorporationBroker
State Registrations19 states
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.