Brian James Kopp

Current Employers

Employment History

• 09/2009 → Present
  Cuna Mutual Group
  Waverly, IA
• 09/2009 → Present
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 09/2009 → 01/2022
  Cuna Brokerage Services
  Madison, WI
• 01/2022 → Present
  Canopy Wealth Management
  Middleton, WA

Previous Registrations

• 2010-06-01 → 2022-02-04
  Cuna Brokerage Services, Inc.
  Lake Mills, WI
  Madison, WI
  Waverly, IA
  Madison, WI
  Portage, WI

Other Businesses

I AM CURRENTLY ENGAGED IN A LLC PARTNERSHIP WITH MY BROTHER RENTING OUT MY DECEASED UNCLE'S HOUSE SINCE WE WERE UNABLE TO SELL IT. THE NAME OF THE BUSINESS IS JAMES HOEHL REAL ESTATE RENTAL LLC. THE BUSINESS IS NOT INVESTMENT RELATED, THE ADDRESS IS 604 S. POLK STREET, LANCASTER WISCONSIN 53813. THE NATURE OF THE BUSINESS IS RENTAL REAL ESTATE. MY POSITION IS ONE OF THE PARTNERS WITH THE OTHER BEING MY BROTHER JASON D. KOPP. THE START DATE OF THE BUSINESS WAS ON THE DATE OF THE EXPIRING CONTRACT TO SELL THE PROPERTY WITH THE REAL ESTATE AGENT 11/09. I WORK APPROXIMATELY 5 TO 10 HOURS A MONTH ON THE BUSINESS WITH ZERO HOURS PER MONTH DURING SECURITIES TRADING HOURS. MY DUTIES ARE SPLIT WITH MY BROTHER JASON BUT CONSIST OF MAINTAINING THE PROPERTY, RECORD KEEPING, AND MONITORING OF THE TENANTS THAT LIVE IN THE DWELLING. WE HAVE NOT RECEIVED ANY COMPENSATION FROM THE LLC. Coachlight LLC - real estate investments, rental property. Owner with 6 other individuals. Start date: Feb 2017. Address: Pleasant Ridge Trail Madison WI. Real estate investment related. 3 hrs/day with no time during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2010-05-27
• S63 Uniform Securities Agent State Law Examination
  2007-01-10