William Kopplin
William Kopplin is a registered investment advisor at Wells Fargo Advisors, based in San Antonio, TX, with 25 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
777 E. Sonterra Blvd, 140 1st Fl, San Antonio, TX, 78258
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2006Other Business Activities
William has a 51% ownership in Walrus Club LLC, a sporting club, and spends minimal time paying its expenses. He also owns two rental properties in Oxford, MS, dedicating minimal time to each as a landlord.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations45 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.