Jason Kopp
Advisor at CRG Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
CRG Wealth, LLC
Location
Clear Lake, MN 55319
Credentials
Series 63, Series 65
Industry experience
7 years
About
Jason Kopp is a financial advisor at CRG Wealth, LLC in Clear Lake, MN, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at Anderson Advisors and Avatar Securities. CRG Wealth, LLC provides portfolio management, financial planning, and pension consulting services to individuals, pension and profit-sharing plans, charitable organizations, and pooled vehicles. The firm uses a range of investment strategies and tools, including discretionary management and automated platforms, and sponsors a private fund with performance-based compensation arrangements.
Client services
Based on CRG Wealth, LLC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
On-going financial planning/ financial coaching
On-going financial planning/ financial coaching
Expertise
Based on CRG Wealth, LLC
Options & derivatives strategies
Concentrated stock management
Tax-loss harvesting
Retirement plans for business owners (SEP, solo 401k)
Annuities
Fee options
Fixed fees for financial planning and pension consulting: $150 per hour.
$0 - $100,000: 2.00% $100,001 - $250,000: 1.75% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - AND UP: 1.00%
Financial planning services: $150 per hour fixed rate; hourly fees between $150 and $500.
Clear Ridge Fund Partnership: 2.0% annual management fee (1/12th monthly) plus 20% performance allocation over high water mark.
On-going financial planning services monthly fixed fees between $49 and $300.
Fee-only: Financial planning fees: $150/hour fixed rate; Hourly fees between $150 and $500; On-going financial planning fees $49 to $300 monthly fixed fees.
Location
6083 125 Th Ave Se
Clear Lake, MN 55319
Most active in
Jason K has reported serving >5 clients in these states in the last 12 months.
Illinois
Work history
CRG Wealth, LLC
2022 - Present (4 years)
Anderson Advisors
2021 - Present (5 years)
N/a
2020 - 2021 (1 year)
Avatar Securities
2018 - 2020 (2 years)
Gingerman
2018 - 2018 (1 year)
Unemployed
2017 - 2018 (1 year)
Charlie's Philly Steaks
2014 - 2017 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Jesse J
Series 63, Series 65
Big Lake, MN
Johnson Capital Management, LLC
Erik D
Series 63, Series 65
Clear Lake, MN
CRG Wealth, LLC
Steven L
Series 66
St. Cloud, MN
Lfa
James S
Series 63
St. Cloud, MN
Lfa
Jessica G
Series 66
St. Cloud, MN
Midwest Financial Partners
Nellie G
Series 65
St. Cloud, MN
Midwest Financial Partners
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