Michael Louis Costopoulos

Current Employers

Employment History

• 10/1982 → Present
  Costopoulos & Helton, Pa
  Okeechobee, FL
• 03/2004 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 06/2004 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2002 → 06/2018
  Copperleafe Wealth Managment, Llc
  Okeechobee, FL
• 06/2018 → Present
  Copperleafe Wealth Managment, Llc
  Okeechobee, FL
• 01/2023 → 01/2026
  Costopoulos Ellis & Associates, Llc
  Okeechobee, FL
• 01/2026 → Present
  Costopoulos & Associates, Llc
  Okeechobee, FL

Previous Registrations

• 2002-06-12 → 2018-06-01
  Copperleafe Wealth Management, Llc
  Okeechobee, FL
  Palm City, FL
• 2003-05-07 → 2004-09-30
  Genworth Financial Planning Corporation
  Okeechobee, FL
• 2003-04-16 → 2003-05-15
  Cpa Financial Advisers, Inc.
  Daytona Beach, FL

Other Businesses

1) NAME OF OTHER BUSINESS: COSTOPOULOS & HELTON, P.A.; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ACCOUNTING, TAX, CONSULTING; START DATE: 10/1982; POSITION/TITLE/RELATIONSHIP: PARTNER / CPA; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: ACCOUNTING SERVICE, TAX SERVICE, PERSONAL AND BUSINESS CONSULTING, LIMITED POWER OF ATTORNEY FOR IRS AND OTHER TAX MATTERS; 2) JLMS ENTERPRISES, LLC; NOT INV. RELATED; OKEECHOBE, FL; FAMILY LEASING OF INHERITED PASTURE; FUTURE EQUITY OWNER: 3) FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED; SELLS HEALTH INSURANCE; START 2/2015; INSURANCE AGENT 4) NAME OF OTHER BUSINESS: NONE, INVESTMENT RELATED: NO, ADDRESS: 5108 SW HAMMOCK CREEK DR PALM CITY FL 34990, NATURE OF BUSINESS: TRUSTS & WILLS, START DATE: 8/2016, APX NUMBER OF HOURS PER WEEK: 0, APX NUMBER OF TRADING HOURS PER WEEK: 0, POSITION/TITLE/RELATIONSHIP: TRUSTEE AND PERSONAL REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: PROBATE AND TRUST MANAGEMENT; 5)COPPERLEAFE WEALTH MANAGEMENT, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED 06/2018, REGISTERED REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: VARIES BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES AND FIXED INSURANCE 6) NAME OF OTHER BUSINESS: 28TH STREET ENTERPRISES, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REAL ESTATE; START DATE: 2/2021; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: COMMERCIAL OFFICE BUSINESS, RENEW INSURANCE, MAKE MORTGAGE PAYMENTS; 7) NAME OF OTHER BUSINESS: NOTARY PUBLIC COMMISSION; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: NOTARIZING DOCUMENTS ; START DATE: 11/2022; POSITION/TITLE/RELATIONSHIP: NOTARY ; APX NUMBER OF HOURS PER WEEK: NONE ; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: NOTARIZING DOCUMENTS, PERFORM WEDDING ; 8) NAME OF OTHER BUSINESS: Costopoulos & Associates, LLC INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ACCOUNTING, TAXES, & PLANNING; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: CPA PROVIDING ACCOUNTING, TAXES, AND PLANNING SERVICES, IN ADDITION TO POA SERVICES FOR FEDERAL & STATE TAXING AUTHORITIES;

Exams

• S66 Uniform Combined State Law Examination
  2001-11-12

Designations

Other Names

• Michael Louis Costopoulus
• Mike Costopoulos