DS
CFP
DS
CFP

Douglas Skinner

26 Years of Experience
Springfield, IL
BrokerSells Insurance

Douglas Skinner is a CFP-designated registered investment advisor at Skinner, Copper & Ehmen Wealth Management, LLC, based in Springfield, IL, with 26 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 571 clients with $710M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
571 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$705.7M

Fee Structure

SCE Wealth Management offers investment management through wrap accounts. Please see the separate Wrap Fee Program Brochure for complete information regarding this advisory service. If SCE Wealth Management refers you to a third party money manager, the fees for this service are debited as laid out in the Comprehensive Portfolio Management Agreement or Asset Management Agreement between you and SCE Wealth Management. This fee is in addition to any fees assessed by the chosen third party money manager.

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Location

3000 Professional Drive, Suite 201, Springfield, IL, 62703

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Douglas is a member of Skinner, Copper & Ehmen Wealth Management, LLC, dedicating nearly full-time hours to this RIA. He is also a board member for the Fellowship of Christian Athletes, spending minimal time on this activity, and a licensed insurance agent selling health, life, and variable contracts insurance, spending minimal time on this.

Employment History
Current Registrations
Purshe Kaplan Sterling Investments
February 2012 - Present · 14 yrs 3 mos
Skinner, Copper & Ehmen Wealth Management, LLC
February 2012 - Present · 14 yrs 3 mos
Purshe Kaplan Sterling InvestmentsBroker
February 2012 - Present · 14 yrs 3 mos
Previous Registrations
NFP Securities, INC.
January 2007 - February 2012 · 5 yrs 1 mo
NFP Securities, INC.Broker
January 2007 - February 2012 · 5 yrs 1 mo
Raymond James Financial Services
October 2000 - January 2007 · 6 yrs 3 mos
Raymond James Financial Services, INC.Broker
August 1999 - January 2007 · 7 yrs 5 mos
State Registrations4 states
FLILMOSC
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.
Douglas Skinner - Financial Advisor | TrueAdvisor