Timothy Paul Kopchick

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1981 → Present
  Kopchick & Company, Pc
  Troy, MI
• 07/1999 → 09/2025
  Avantax Investment Services, Inc.
  Troy, MI
• 11/1999 → 09/2025
  Avantax Advisory Services
  Troy, MI
• 10/2019 → 09/2025
  Avantax Insurance Agency Llc
  Troy, MI
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Troy, MI
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2010-09-22 → 2025-09-05
  Avantax Advisory Services
  Troy, MI

Other Businesses

KCO Financial Services~'NIR'~5700 Crooks rd, Ste 440~Troy~MI~48098~Tax Preparation/Accounting~Owner/Sole Proprietor~10/1/2001~49hrs~0hrs~Tax planning & preparation|Kopchick & Company,P.C.~'NIR'~5700 Crooks Rd~Troy~MI~48098~Tax Preparation/Accounting~President~8/1/1981~150hrs~100hrs~Management of CPA Firm,small business accounting & tax practice

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-08-01
• S63 Uniform Securities Agent State Law Examination
  1999-07-19

Other Names

• Timothy P Kopchick