Alexis Kopecky
Advisor at Edward Jones
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
Edward Jones
Location
West Bend, WI 53095-2118
Credentials
Series 63, Series 66
Industry experience
4 years
Expertise
Retirement income strategy
Business ownership considerations
Retirement plans for business owners (SEP, solo 401k)
Business exit / sale strategy
General estate planning guidance
Occupation focus
Founder/Business Owner
Work history
Edward Jones
2019 - Present (7 years)
Cedar Lake Dental Professionals, Ltd.
2018 - 2019 (1 year)
Full Time Student
2018 - 2018 (1 year)
Cedar Lake Dental Professionals, Ltd.
2018 - 2018 (1 year)
Full Time Student
2018 - 2018 (1 year)
Graphix
2017 - 2017 (1 year)
Kettle Moraine YMCA
2013 - 2017 (4 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.
Harmony T
Series 66
Cedarburg, WI
Edward Jones
Robert H
CFP®, Series 66
Cedarburg, WI
Fidelity
Rob Henry is a Financial Consultant currently working at Fidelity Investments since 2024. He has previously held the position of Financial Advisor at Janney Montgomery Scott from 2015 to 2023. Rob focuses on helping clients understand their personal finances and aims to build confidence across various life stages by establishing relationships, identifying concerns, and setting goals. With nearly a decade of experience in the financial advisory field, Rob works collaboratively with clients to develop financial plans aligned with their objectives. His approach emphasizes foundational relationship-building and goal-setting as the basis for effective financial planning. Outside of his professional role, Rob engages in family activities, social events with friends, music, outdoor adventures, reading, and volunteering.
Andrew R
Series 63, Series 66
Hartford, WI
Edward Jones
Garrett K
Series 66
West Bend, WI
Edward Jones
Sarah F
Series 66
Cedarburg, WI
Edward Jones
Ryan G
Series 66
Hartford, WI
Edward Jones
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