Connor Koppa is a CFP-designated registered investment advisor at Focus Financial, based in Minneapolis, MN, with 13 years of industry experience. Connor is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 13,684 clients with $6.8B 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 | 1.00% |
Advisors may use flat fee percentages, fixed dollar fees, linear schedules, or tiered schedules. Fees are negotiable and depend on the account size, complexity, and investment types. Maximum stated rate for general tiers is typically up to 1.00%.
Fee Estimator
Location
43 Main Street SE, Suite 223, Minneapolis, MN, 55414
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Regulatory History
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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Connor works as a financial advisor for Focus Financial Network, dedicating nearly full-time hours to research, prepare, and present investment advice. He also serves as President of JKW Financial, LLC for business succession purposes, and is a successor on two Donor Advised Funds with no active duties.
Employment History
Current Registrations
Focus Financial
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
State Registrations27 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.
Exams
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