Ellen E Coppinger

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 03/2011 → 01/2017
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 01/2013 → Present
  Y-12 Fcu
  Oak Ridge, TN
• 01/2017 → 10/2017
  Lpl Financial, Llc
  Oak Ridge, TN
• 02/2017 → 10/2017
  Pfg Advisors
  Oak Ridge, TN
• 10/2017 → Present
  Cetera Investment Advisers Llc
  Oak Ridge, TN
• 10/2017 → Present
  Cetera Investment Services Llc
  St. Cloud, MN

Previous Registrations

• 2017-03-08 → 2017-10-18
  Pfg Advisors
  Oak Ridge, TN
  Phoenix, AZ
• 2011-03-11 → 2017-01-25
  Cuna Brokerage Services, Inc.
  Oak Ridge, TN
  Waverly, IA
• 2010-04-21 → 2011-03-03
  Quality Financial Concepts
  Maryville, TN

Other Businesses

1. FALL HARVEST FARMS INC, 50% OWNER WITH HUSBAND OTHER 50% OWNER, SECRETARY, ORDERING, PAYROLL, TAXES AND RUN THE STORE ON WEEKENDS, 10HRS/WK 2. BOARD MEMBER FOR SAM HOUSTON MEMORIAL ASSOCIATION, 2/HRS/WK

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-03-18

Designations

• Certified Financial Planner

Other Names

• Ellen E Coppinger
• Allen E Coppinger