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Wayne Koppa

15 Years of Experience
Grayling, MI

Wayne Koppa is a registered investment advisor at Scout Financial Planning, based in Grayling, MI, with 15 years of industry experience. Wayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 2 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
2 clients
Average Client Portfolio
Not specified

Fee Structure

Scout Financial Planning does not manage investments. They provide investment advice on an hourly basis.

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Location

Grayling, MI

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Scout Financial Planning
January 2011 - Present · 15 yrs 4 mos
State Registrations1 state
MI
Advisor

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.