Katherine Coppersmith is a registered investment advisor, based in oshkosh, WI, with 4 years of industry experience. Katherine is also registered as a broker, so some compensation may come from commissions on products sold.
Location
2210 Omro Rd, Ste B, oshkosh, WI, 54904
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Regulatory History (1)
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Regulatory
September 2021Final
Employment History
Current Registrations
State Farm Vp Management CORP.
May 2026 - Present · 5 mos
State Farm Vp Management CORP.Broker
May 2026 - Present · 5 mos
State Farm Investment Management CORP.
March 2026 - Present · 7 mos
Previous Registrations
State Farm Vp Management CORP.Broker
October 2021 - July 2025 · 3 yrs 9 mos
State Registrations4 states
ILMIMNWI
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.