John David Kopp

Employer firm

Kopp Financial CRD 169118

$1.70M regulatory AUM 11 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Kopp Financial

Green Bay, WI • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2014-02-14

WI RA
APPROVED

Since 2014-02-14

Branch Locations

Green Bay, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ellucian	Green Bay	WI	10/2011	10/2017
Northeast Wisconsin Technical College	Green Bay	WI	10/2017	Present

10/2011 → 10/2017

Ellucian

Green Bay, WI
10/2017 → Present

Northeast Wisconsin Technical College

Green Bay, WI

Other Businesses

I CURRENTLY WORK FULL TIME (40+ HOURS/WEEK) FOR NORTHEAST WISCONSIN TECHNICAL COLLEGE. I AM THE DIRECTOR OF ENTERPRISE APPLICATIONS. THIS POSITION IS NOT INVESTMENT RELATED, IT IS AN INFORMATION TECHNOLOGY MANAGEMENT POSITION.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-04-06

S65 Uniform Investment Adviser Law Examination

2013-04-06

View on SEC IAPD