William A. Kopp

FREEDOM DAY SOLUTIONS

Houston, TX 77055

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CRD#: 2447288

Professional summary

William Anthony Kopp, who also goes by Will Kopp, William A Kopp, William (will) A. Kopp, is a registered financial advisor currently at FREEDOM DAY SOLUTIONS, LLC located in Houston, Texas.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. William has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Will Kopp | William A Kopp | William (will) A. Kopp

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

JLB ROCKWOOD I,II,III POSITION: Limited Partner NATURE: I am merely a limited partner with less than a 25% interest. The nature of the business is multi-family real estate. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2004 ADDRESS: 13614 Indian Creek, Houston TX 77079

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Anthony Kopp's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 11, 2024 - Present

FREEDOM DAY SOLUTIONS, LLC

Office #1: 8401 Westview Drive, Houston, TX 77055

RIA

CRD#: 138962

Houston, TX

Past

February 17, 2021 - October 14, 2024

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

HOUSTON, TX

Past

February 17, 2021 - October 14, 2024

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

HOUSTON, TX

Past

November 30, 2017 - February 17, 2021

BB&T SECURITIES, LLC

RIA

CRD#: 142785

RICHMOND, VA

Past

November 30, 2017 - February 17, 2021

BB&T SECURITIES, LLC

CRD#: 142785

RICHMOND, VA

Past

February 6, 2009 - December 11, 2017

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

HOUSTON, TX

Past

February 6, 2009 - December 11, 2017

UBS FINANCIAL SERVICES INC.

CRD#: 8174

HOUSTON, TX

Past

September 2, 1997 - February 26, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

HOUSTON, TX

Past

August 30, 1997 - February 26, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

HOUSTON, TX

Past

April 8, 1994 - August 28, 1997

FEDERATED SECURITIES CORP.

CRD#: 5009

PITTSBURGH, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FREEDOM DAY SOLUTIONS, LLC

FREEDOM DAY INSURANCE | KRUEGER & CATALANO CAPITAL PARTNERS, LLC | KRUEGER & CATALANO CAPITAL PARTNERS | K&C ADVISORS, LLC | FREEDOM DAY SOLUTIONS, LLC

CRD#: 138962 / SEC#: 801-66190

RIA

Registered Investment Advisory firm - (1/27/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(10/11/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/29/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/7/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 9/2/2004

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/20/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/16/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FREEDOM DAY SOLUTIONS, LLC

FREEDOM DAY INSURANCE | KRUEGER & CATALANO CAPITAL PARTNERS, LLC | KRUEGER & CATALANO CAPITAL PARTNERS | K&C ADVISORS, LLC | FREEDOM DAY SOLUTIONS, LLC

CRD#: 138962 / SEC#: 801-66190

RIA

Registered Investment Advisory firm - (1/27/2006 Approved)

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Contact information

Main Address

8401 Westview Drive, Houston, TX 77055

Mailing Address

Phone number

(713) 784-3878

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FREEDOM DAY SOLUTIONS, LLC DISCLOSURE BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	1,265
AUM (Assets Under Management)	$ 569,044,100

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

William A. Kopp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Anthony Kopp's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

BB&T SECURITIES, LLC

BB&T SECURITIES, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

FEDERATED SECURITIES CORP.

Primary Firm SEC Registration

FREEDOM DAY SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/29/1997

Series 63

Date: 3/7/1994

SIE

Date: 10/1/2018

Series 31

Date: 9/2/2004

Series 7

Date: 10/20/1997

Series 6

Date: 2/16/1994

Current Firm

FREEDOM DAY SOLUTIONS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FREEDOM DAY SOLUTIONS, LLC

TRUST BUT VERIFY

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