Douglas L. Skinner

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT

SPRINGFIELD, IL 62703

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CRD#: 3268397

Professional summary

Douglas Lee Skinner, CFP®, who also goes by Doug Skinner, is a registered financial advisor currently at SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC located in Springfield, Illinois and PURSHE KAPLAN STERLING INVESTMENTS located in Springfield, Illinois.

Douglas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Douglas has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Doug Skinner

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.

1) SKINNER, COPPER & EHMEN WEALTH MANGEMENT, LLC; INVESTMENT RELATED; 3000 PROFESSIONAL DR STE 201 SPRINGFIELD, IL 62703; RIA; MEMEBER OF LLC; START DATE: 01/2007; APPROX 160 HRS/MO 2)FELLOWSHIP OF CHRISTIAN ATHLETES; NOT INVESTMENT RELATED; 5250 SOUTH 6TH ST BLDG B SPRINGFIELD, IL 62703; CHARITY; STATE OF IL BOARD MEMEBER; 04/2017; 3 HOURS/MONTH; 3 HOURS/MONTH DURING SECURITIES HOURS; HELP DIRECTOR WITH DECISION MAKING AND POSSIBLY HELP WITH EVENTS 3) LICENSED INSURANCE AGENT; INVESTMENT-RELATED; 3000 PROFESSIONAL DRIVE, SUITE 201, SPRINGFIELD, ILLINOIS 62703; HEALTH, LIFE & VARIABLE CONTRACTS INSURANCE; 2 HOURS DEVOTED TO THIS OUTSIDE BUSINESS ACTIVITY; 2 HOURS DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas Lee Skinner'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®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

February 15, 2012 - Present

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

Office #1: 3000 Professional Drive Suite 201, Springfield, IL 62703

RIA

CRD#: 159255

SPRINGFIELD, IL

Current

February 15, 2012 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 3000 Professional Dr. Suite 201, Springfield, IL 62703

CRD#: 35747

Springfield, IL

Past

January 26, 2007 - February 16, 2012

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

SPRINGFIELD, IL

Past

January 26, 2007 - February 16, 2012

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

SPRINGFIELD, IL

Past

October 23, 2000 - January 29, 2007

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

SPRINGFIELD, IL

Past

August 14, 1999 - January 29, 2007

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

SPRINGFIELD, IL

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".

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

CRD#: 159255 / SEC#: 801-73087

RIA

Registered Investment Advisory firm - (2/15/2012 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(9/9/2016)

Illinois
(2/15/2012)

Missouri
(10/2/2024)

South Carolina
(2/15/2012)

IAR

South Carolina
(4/10/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/21/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/26/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/10/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 6/6/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 11/20/2002

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

CRD#: 159255 / SEC#: 801-73087

RIA

Registered Investment Advisory firm - (2/15/2012 Approved)

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Contact information

Main Address

3000 Professional Dr. Ste 201, Springfield, IL 62703

Mailing Address

Phone number

(217) 753-4020

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (10/28/2025)

ADV PART 2A APPENDIX 1- WRAP FEE BROCHURE (2/6/2025)

Regulatory assets under management

Total Number of Accounts	1,974
AUM (Assets Under Management)	$ 623,962,646

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

Douglas L. Skinner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas Lee Skinner's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/21/1999

Series 63

Date: 8/26/1999

SIE

Date: 10/1/2018

Series 7

Date: 8/10/1999

Series 51

Date: 6/6/2003

Series 24

Date: 11/20/2002

FINRA

Current Firm

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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