David Kopischke
David Kopischke is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Minneapolis, MN, with 20 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
800 Nicollet Mall, Minneapolis, MN, 55402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David works part-time on Saturdays at a retail business in Minnetonka, MN, helping customers, stocking shelves, and organizing merchandise. This takes about 10-20% of his time.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Piper Jaffray & CO.Broker
State Registrations1 state
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