Connor Philip James Koppa

Current Employers

Employment History

• 03/2013 → 12/2016
  Focus Financial Network, Inc.
  Apple Valley, MN
• 06/2013 → 12/2016
  Royal Alliance
  Apple Valley, MN
• 12/2016 → Present
  Osaic Wealth, Inc.
  Apple Valley, MN
• 12/2016 → 12/2017
  Focus Financial Network, Inc
  Minneapolis, MN
• 12/2017 → Present
  Focus Financial Network, Inc.
  Minneapolis, MN

Other Businesses

1. FOCUS FINANCIAL NETWORK, INC. POSITION: Financial Advisor NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/21/2014 ADDRESS: 43 Main St. SE, Suite #223, Minneapolis MN 55343, United States DESCRIPTION: Research, prepare, and present investment advisory to clients of Kyle Watkins. 2. JKW FINANCIAL, LLC. DBA RIVERFRONT GROUP POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/11/2025 ADDRESS: 43 Main St SE, Suite 223, Minneapolis MN 55414, United States DESCRIPTION: Established an LLC for business succession purposes and specifically for precise division of ownership shares. 3. DONOR ADVISED FUND SUCCESSOR POSITION: Successor NATURE: I am listed as a Successor on a Donor Advised Fund opened and funded through Schwab Charitable Giving by my father, Philip L Koppa, and my step-mother Linda S Koppa. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/18/2025 ADDRESS: 43 Main Street SE, Suite #223, Minneapolis MN 55414, United States DESCRIPTION: I have no active duties. In the event my father and stepmother pass away, I will be tasked with the role of determining where the balance of their Donor-Advised Fund is gifted. 4. DONOR ADVISED FUND SUCCESSOR POSITION: Successor NATURE: I am listed as a Successor on a Donor Advised Fund opened and funded through Schwab Charitable Giving by my mother, Rita W. Koppa INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2021 ADDRESS: 43 Main Street SE, Suite #223, Minneapolis MN 55414, United States DESCRIPTION: I have no active duties. In the event my mother passes away, I will be tasked with the role of determining where the balance of their Donor-Advised Fund is gifted. 5. FOCUS FINANCIAL NETWORK INC. POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2025 ADDRESS: 43 Main Street SE, Suite #223, Minneapolis MN 55414, United States DESCRIPTION: Sales and service of life insurance.

Exams

• S66 Uniform Combined State Law Examination
  2013-10-19

Designations