Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2022-04-25 |
Branch Locations
373 Collins Road Ne Ste. 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 |
|---|---|---|---|---|
| Voya | Cedar Rapids | IA | 05/2014 | 10/2016 |
| Bankers Life | Cedar Rapids | IA | 10/2016 | 05/2021 |
| Iowa Retirement Benefits | Cedar Rapids | IA | 05/2021 | Present |
| Coppell Advisory Services Dba Fusion Capital Management | Dallas | TX | 04/2021 | Present |
Iowa Retirement Benefits, Investment related, Cedar Rapids, Iowa, President/Insurance agent, since 03/2020, 160 hours a month during trading hours, manage and insurance sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-12 |
Reach out to this advisor