David Kolpien
David Kolpien is a registered investment advisor at Raymond James & Associates, INC., based in Ft. Wayne, IN, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
9910 Dupont Circle Drive East, Suite 100, Ft. Wayne, IN, 46825
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a passive investor in Mammoth Health and Tech Fund1, a venture capital fund, and spends no time on this activity during business hours. He is also involved with Summit City Spartans Baseball and World Baseball Academy.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations36 states
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