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Employer firm

Skinner, Copper & Ehmen Wealth Management, LLC CRD 159255

$706M regulatory AUM 3 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Skinner, Copper & Ehmen Wealth Management, Llc

3000 Professional Dr. Ste 201, Springfield, IL 62703 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-04-10
  • SC RA
    APPROVED
    Since 2025-04-10

Branch Locations

3000 Professional Drive Suite 201, Springfield, IL 62703 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Skinner, Copper, & Ehmen Wealth Management, Llc Springfield IL 01/2007 Present
Purshe Kaplan Sterling Investments Albany NY 02/2012 Present
Previous Registrations
  • 2007-01-26 → 2012-02-16
    Kestra Investment Services, Llc
    Springfield, IL
  • 2000-10-23 → 2007-01-29
    Raymond James Financial Services, Inc.
    Springfield, IL
    Springfield, IL
    Jacksonville, IL
    Springfield, IL
Other Businesses

1) SKINNER, COPPER & EHMEN WEALTH MANGEMENT, LLC; INVESTMENT RELATED; 3000 PROFESSIONAL DR STE 201 SPRINGFIELD, IL 62703; RIA; MEMEBER OF LLC; START DATE: 01/2007; APPROX 160 HRS/MO 2)FELLOWSHIP OF CHRISTIAN ATHLETES; NOT INVESTMENT RELATED; 5250 SOUTH 6TH ST BLDG B SPRINGFIELD, IL 62703; CHARITY; STATE OF IL BOARD MEMEBER; 04/2017; 3 HOURS/MONTH; 3 HOURS/MONTH DURING SECURITIES HOURS; HELP DIRECTOR WITH DECISION MAKING AND POSSIBLY HELP WITH EVENTS 3) LICENSED INSURANCE AGENT; INVESTMENT-RELATED; 3000 PROFESSIONAL DRIVE, SUITE 201, SPRINGFIELD, ILLINOIS 62703; HEALTH, LIFE & VARIABLE CONTRACTS INSURANCE; 2 HOURS DEVOTED TO THIS OUTSIDE BUSINESS ACTIVITY; 2 HOURS DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-21
S63 Uniform Securities Agent State Law Examination 1999-08-26
  • S65 Uniform Investment Adviser Law Examination
    1999-12-21
  • S63 Uniform Securities Agent State Law Examination
    1999-08-26
Designations
  • Certified Financial Planner
Other Names
  • Doug Skinner

View on SEC IAPD

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