Christopher Koppelman (CRD# 4187807) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Arden Hills, MN and has over 23 years of experience in the finance industry.
CRD# 4785817
Mercer Global Advisors Inc.
CRD# 6990105
Transamerica Retirement Advisors, LLC
CRD# 5870908
Thrivent Investment Management Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Advisor Networks LLC | Minneapolis, MN | Aug 2023 - Current | < 1 |
Cetera Investment Advisers LLC | Schaumburg, IL | Aug 2023 - Current | < 1 |
North Star Resource Group | Minneapolis, MN | Aug 2018 - Current | 5 |
Minnesota Life Insurance Co | St Paul, MN | Aug 2018 - Aug 2023 | 5 |
Securian Financial Services Inc. | St Paul, MN | Aug 2018 - Aug 2023 | 5 |
Cri Securities | St Paul, MN | Aug 2018 - Oct 2021 | 3 |
North Star Resource Group | Minneapolis, MN | Feb 2018 - Aug 2018 | < 1 |
Securian Financial Services Inc. | St Paul, MN | Feb 2018 - Aug 2018 | < 1 |
Cri Securities | St Paul, MN | Feb 2018 - Aug 2018 | < 1 |
Securian Financial Group | St Paul, MN | Jan 2018 - Feb 2018 | < 1 |
North Star Resource Group | St Paul, MN | Jan 2018 - Feb 2018 | < 1 |
Rbc Capital Markets, LLC | Minneapolis, MN | Mar 2008 - Dec 2017 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2000 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
- MN
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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