John Kopp
Advisor at Kopp Financial
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.
About
John Kopp is a financial advisor at Kopp Financial with 12 years of industry experience and holds a Series 65 designation. He also works full time as the Director of Enterprise Applications at Northeast Wisconsin Technical College, an IT management role unrelated to investment advising. Prior to this, he worked at Ellucian for six years. Kopp Financial provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes diversified portfolios with a preference for low-cost index-style investments and fundamental analysis, tailoring strategies to clients’ risk tolerance, income needs, and time horizons.
Fee options
$0 - $149,999: Minimum fee of $44/month ($29/month for seniors) $150,000+: 0.35% annually
Account minimum: $150,000 Minimum fee: $44/month (standard clients), $29/month (seniors) for balances under $150,000 Fee-only: 0.35% annually on assets $150,000 and above; minimum monthly fees for smaller balances
Location
Green Bay, WI
Most active in
John K has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Work history
Northeast Wisconsin Technical College
2017 - Present (9 years)
Ellucian
2011 - 2017 (6 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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.
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