TK
TK

Timothy Kopchick

16 Years of Experience
Clinton Township, MI
Broker

Timothy Kopchick is a registered investment advisor at Cetera Investment Advisers LLC, based in Clinton Township, MI, with 16 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

19844 Blackfoot Dr, Clinton Township, MI, 48038

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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 Activities

Timothy owns rental real estate and is involved in tax planning and preparation. He is also a partner at Kopchick & Company, P.C., a tax and accounting practice, dedicating full-time hours to this role.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
February 2015 - September 2025 · 10 yrs 7 mos
Avantax Investment Services, INC.Broker
December 2009 - September 2025 · 15 yrs 9 mos
State Registrations1 state
MI
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.
Timothy Kopchick - Financial Advisor | TrueAdvisor