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Daniel M Kopp

Wise Stewardship Financial Planning, LLC

Sarasota, FL

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Current Employers
Wise Stewardship Financial Planning, Llc

Sarasota, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-07-06
TX RA APPROVED_RES 2019-09-27
MA RA APPROVED 2019-05-01
  • FL RA
    APPROVED
    Since 2021-07-06
  • TX RA
    APPROVED_RES
    Since 2019-09-27
  • MA RA
    APPROVED
    Since 2019-05-01

Branch Locations

Sarasota, FL • 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
Extended Sabbatical Travel Boise ID 03/2018 09/2018
United States Air Force Boise ID 11/2015 02/2018
Wise Stewardship Financial Planning, Llc Lakewood Ranch FL 11/2018 Present
Other Businesses

Daniel Kopp does educational consulting as an outside business activity. This activity is performed 12 hours a month during and after trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-05
  • S65 Uniform Investment Adviser Law Examination
    2018-11-05
Designations

View on SEC IAPD

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