John Kopp is a registered investment advisor at Kopp Financial, based in Green Bay, WI, with 12 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 11 clients with $1.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
Minimum pricing for balances under $150,000 is $44/month ($29 for seniors).
Fee Estimator
Location
Green Bay, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John works full-time as the Director of Enterprise Applications for Northeast Wisconsin Technical College. This position is in information technology management and is not investment-related.
Employment History
Current Registrations
Kopp Financial
State Registrations1 state
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