John James Copouls

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 01/2009 → 09/2023
  Sagepoint Financial, Inc
  St Paul, MN
• 09/2023 → Present
  Osaic Wealth, Inc.
  Edina, MN

Previous Registrations

• 2014-01-09 → 2023-09-01
  Osaic Services, Inc.
  Edina, MN

Other Businesses

1) CERTIFIED PUBLIC ACCOUNTANT - ON MAY 11, 2009,(CPA) CERTIFICATE FROM THE MINNESOTA STATE BOARD OF ACCOUNTANCY. NOT INVESTMENT RELATED; STAN COPOULS SERVICES, INC., DBA COPOULS FINANCIAL; 8053 E BLOOMINGTON FRWY SUITE 500 BLOOMINGTON, MN 55420; TAX PROFESSIONAL; START DATE: 06/01/2007, 50 HOURS / MONTH, 2 HOURS TRADE/DAY, I PREPARE INDIVIDUAL AND SMALL BUSINESS TAX RETURNS FOR THE CLIENTS OF COPOULS FINANCIAL. I ALSO PROVIDE INDIVIDUAL AND SMALL BUSINESS TAX PLANNING SERVICES FOR THE CLIENTS OF COPOULS FINANCIAL. 2) INVESTMENT ADVISORY SERVICES, CORPORATE (I.E. BROKER-DEALER) REGISTERED INVESTMENT ADVISOR, SAGEPOINT FINANCIAL, INC., REGISTERED INVESTMENT ADVISER, 8053 EAST BLOOMINGTON FREEWAY SUITE 500 BLOOMINGTON, MN 55420, STATUTORY AGENT, START DATE: 06/01/2007, 40 HOURS / MONTH, 2 HOUR TRADE/DAY,I AM A CORPORATE INVESTMENT ADVISORY REPRESENTATIVE OF SAGEPOINT FINANCIAL, INC. I OFFER THE VISION2020 ADVISOR PROGRAM TO CLIENTS AND RECEIVED INVESTMENT ADVISORY FEES BASED ON AUM. PROVIDE GENERAL INVESTMENT ADVICE NOT IN A FINANCIAL PLAN, ASSET MONITORING. 3) STAN COPOULS SERVICES, INC., DBA COPOULS FINANCIAL POSITION: Other - Insurance Professional NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2007 ADDRESS: 5151 Edina Industrial Blvd, Ste 450, Edina MN 55439, United States DESCRIPTION: I am an independent life insurance agent that assists clients with analyzing their insurance needs and I sell insurance products that provide for client needs. 4) STAN COPOULS SERVICES, INC., DBA COPOULS FINANCIAL POSITION: Other - Tax Professional NATURE: Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 06/01/2007 ADDRESS: 5151 Edina Industrial Blvd, Ste 450, Edina MN 55439, United States DESCRIPTION: I prepare individual and small business tax returns for the clients of Copouls Financial. I also provide individual and small business tax planning services for the clients of Copouls Financial. 5) STAN COPOULS SERVICES INC DBA COPOULS FINANCIAL GROUP POSITION: Other NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2022 ADDRESS: 5151 Edina Industrial Blvd, Ste 450, Edina MN 55439, United States DESCRIPTION: Sub-lessor at registered branch location

Exams

• S66 Uniform Combined State Law Examination
  2007-09-06