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Coppell Advisory Solutions LLC CRD 156549
$1.10B regulatory AUM 15 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-03-31 |
Branch Locations
373 Collins Rd Ne #106, Cedar Rapids, IA 52402 • United States
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iowa Retirement Benefits And Solutions | Cedar Rapids | IA | 04/2022 | Present |
| Coppell Advisory Solutions | Coppell | TX | 03/2025 | Present |
| Bankers Life And Casualty | Cedar Rapids | IA | 06/2016 | 02/2022 |
Mr. Brotzman works selling insurance and annuity products at Iowa Retirement Benefits solutions since 4/22. On average, he spends about 30 hours per week meeting with clients about insurance through IRBS and about 10-15 hours prospecting, doing office work, and proposals.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-19 |
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