Skinner, Copper & Ehmen Wealth Management, LLC logo

Skinner, Copper & Ehmen Wealth Management, LLC

Updated today

Client assets under management

$626,536,393

Clients

549

28% high-net worth

Advisors

6

of 10 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

92

High

Average account size

$1,141,232

About

Skinner, Copper & Ehmen Wealth Management, LLC provides investment advisory and financial planning services to individuals, high net worth clients, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm’s offerings include wrap comprehensive portfolio management, wrap asset management, financial planning and consulting, pension consulting, and referrals to third-party money managers, and it may facilitate access to private placements and other alternative investments.

The firm builds asset‑allocated portfolios that rely primarily on mutual funds, with use of ETFs, separately managed accounts, REITs and occasional individual securities, applying a strategic, Modern Portfolio Theory‑based approach focused on global diversification and periodic rebalancing. SCEWM uses third‑party research and due diligence on managers, discourages market timing, and tailors allocations and restrictions to client circumstances while monitoring accounts at least quarterly.

Compared with many peer teams, SCEWM’s regulatory AUM is heavily weighted toward non‑discretionary assets (approximately $617.1 million non‑discretionary versus $88.6 million discretionary of $705.7 million total as of December 31, 2025) and the firm serves as manager and sponsor of wrap fee programs. The brochure also discloses that the firm uses paid testimonials and endorsements under written agreements and that some supervised persons are registered to sell commissionable products and private placements when deemed appropriate, with disclosures and procedures intended to address related conflicts.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments Real estate investing Annuities General tax planning

Fee options

Fixed

Flat fees generally range from $750 to $10,000 for pension consulting; $1,500 to $25,000 for financial planning and consulting

Commissions

Commission-based compensation through affiliated broker-dealer PKS for certain securities sales and insurance products

Project-based

$300 per hour for financial planning and consulting services

Other

Minimum fee: Minimum fee of $1,500 for written financial plans

Main office location

Skinner, Copper & Ehmen Wealth Management, LLC

3000 Professional Dr., Ste 201

Springfield IL 62703, United States

Number of offices

1

Most active in

Arizona · Florida · Illinois · Indiana · Missouri · South Carolina · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Lawrence D

Series 65

Springfield, IL

Skinner, Copper & Ehmen Wealth Management, LLC

Lawrence Davsko is a financial advisor at Skinner, Copper & Ehmen Wealth Management, LLC with 26 years of industry experience. He holds a Series 65 designation and has been with the firm since 2012. Outside of his advisory role, he provides information technology consulting and support to small business clients through a separate business entity. Skinner, Copper & Ehmen Wealth Management offers investment advisory and financial planning services to individuals, high net worth clients, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm employs a strategic, Modern Portfolio Theory-based approach to build globally diversified, asset-allocated portfolios primarily consisting of mutual funds, ETFs, and other investment vehicles.

Private / alternative investments Real estate investing Annuities General tax planning
user avatar

Melanie L

Series 63, Series 65

Springfield, IL

Skinner, Copper & Ehmen Wealth Management, LLC

Melanie Lesko is a financial advisor with Skinner, Copper & Ehmen Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Skinner, Copper & Ehmen Wealth Management since 2007 and also has a long-standing involvement with Lesko Construction, a business she co-owns. Skinner, Copper & Ehmen Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm employs a strategic, Modern Portfolio Theory-based approach to build globally diversified, asset-allocated portfolios primarily using mutual funds, ETFs, and separately managed accounts.

Private / alternative investments Real estate investing Annuities General tax planning
user avatar

Douglas S

CFP®, Series 63, Series 65

Springfield, IL

Skinner, Copper & Ehmen Wealth Management, LLC

Douglas Skinner is a CFP® with 26 years of experience in the financial services industry. He is a founding member of Skinner, Copper & Ehmen Wealth Management, LLC, where he has worked since 2007, and has also been affiliated with Purshe Kaplan Sterling Investments since 2012. Outside of his advisory role, he serves on the state board of the Fellowship of Christian Athletes, contributing to decision-making and event support. Skinner, Copper & Ehmen Wealth Management, LLC provides investment advisory and financial planning services to individuals, high net worth clients, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm employs a strategic, Modern Portfolio Theory-based approach focused on global diversification and periodic rebalancing, offering a range of portfolio management options and access to alternative investments.

Private / alternative investments Real estate investing Annuities General tax planning
user avatar

Ryan E

Series 63, Series 65

Springfield, IL

Skinner, Copper & Ehmen Wealth Management, LLC

Ryan Ehmen is a financial advisor with Skinner, Copper & Ehmen Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Skinner, Copper & Ehmen since 2009 and previously worked at Purshe Kaplan Sterling Investments starting in 2012. Outside of his advisory role, he performs as a guitarist and vocalist for the rock band The Rowdy Jones Band. Skinner, Copper & Ehmen Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm constructs globally diversified, asset-allocated portfolios primarily using mutual funds and ETFs, applying a Modern Portfolio Theory-based approach with periodic rebalancing and tailored client solutions.

Private / alternative investments Real estate investing Annuities General tax planning
user avatar

Noah S

Series 65

Springfield, IL

Skinner, Copper & Ehmen Wealth Management, LLC

Noah Skinner is a financial advisor at Skinner, Copper & Ehmen Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Sikich Capital Management and Sikich LLP. Skinner, Copper & Ehmen Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm employs a strategic, Modern Portfolio Theory-based approach focused on global diversification and periodic rebalancing, utilizing mutual funds, ETFs, separately managed accounts, and alternative investments.

Private / alternative investments Real estate investing Annuities General tax planning
user avatar

James C

CFP®, Series 63

Monroe, TN

Skinner, Copper & Ehmen Wealth Management, LLC

James Copper is a CFP® with 25 years of industry experience and has been with Skinner, Copper & Ehmen Wealth Management, LLC since 2009. He is also the owner and craftsman of Big Hollow Wood Art and Engraving, a custom woodcraft and engraving business. Skinner, Copper & Ehmen Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm employs a strategic, Modern Portfolio Theory–based approach focused on global diversification and periodic rebalancing, primarily using mutual funds alongside ETFs, separately managed accounts, and other investment vehicles.

Private / alternative investments Real estate investing Annuities General tax planning
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