Connor Koppa is a CFP-designated registered investment advisor at Focus Financial, based in Minneapolis, MN, with 12 years of industry experience. Connor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Retirement Planning, Tax Planning. Their firm serves 14,027 clients with $6.3B in assets under management.
Compensation
Firm Size
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Fee Structure
Focus Financial Network offers personalized investment management services where advisors manage your investments based on your individual needs. Fees are typically charged quarterly, in advance, based on the value of your portfolio. The fee percentage is determined by your advisor and depends on factors like the type of service, account size, and complexity. FFN offers flat, linear, and tiered fee schedules. With a flat fee, your entire portfolio is billed at one percentage rate. With a linear fee schedule, the fee percentage decreases at intervals as your account value grows, and the resulting fee percentage is applied to the entire balance. With a tiered fee schedule, the asset values fall within separate tiers, and the corresponding decreasing percentage is applied to each tier.
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.
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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.Broker
State Registrations27 states
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