Megan F. Kopka

KOPKA FINANCIAL

Wilmington, NC

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CRD#: 5380442

Professional summary

Megan Fogle Kopka, CFP®, who also goes by Megan Leigh Fogle, Megan F Kopka, is a registered financial advisor currently at KOPKA FINANCIAL, LLC located in Wilmington, North Carolina.

Megan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Megan has worked at 7 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Biography

Kopka Financial, LLC offers holistic, comprehensive planning and investment management.

Megan begins client relationships with a comprehensive financial plan. Throughout the planning process, Megan helps you integrate your needs and your goals. She works numerous conversations- surrounding your concerns desires and values- into a plan built by using her expertise, extensive training, and experience.

Megan will work for you, with you in mind. She will help you understand your decisions and make educated decisions with you, in the best way, to move toward your better and more sound future. Megan is there to help you with cumbersome paperwork and understand what you are doing why and how to do it, she will help make certain that recommendations are properly executed. Megan’s goal is to help you understand the concepts that apply to you to understand and experience the successes of making good financial decisions, in your best interest.

Financial Planning is a stand-alone product or an ongoing process that continues through investment management.

Investment management services will be agreed upon and continue after the financial planning process is in the implementation or monitoring phase. Megan does not believe in investing for clients that have not gone through her planning process and will not manage money for anyone that doesn’t have a financial plan. Investment management is a piece of the financial planning process and ongoing monitoring will depend on the level of need, which is customized and varies.

Question & Answer

What are your service offerings?

Elder Care

Comprehensive Financial Planni...

Divorce Planning

Health Care

Social Security Planning

Do you have an area of expertise or specialization?

Hourly

Investment Advice with Ongoing...

Retirement Planning & Distribu...

Special Needs Planning

Women's Financial Planning Iss...

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

Megan Leigh Fogle | Megan F Kopka

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.

PUBLIC SPEAKER ON FINANCIAL PLANNING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Megan Fogle Kopka's 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: 2019

Experience

Current

March 21, 2018 - Present

KOPKA FINANCIAL, LLC

RIA

CRD#: 293234

Wilmington, NC

Past

February 29, 2024 - January 2, 2025

APPRISE WEALTH MANAGEMENT LLC

RIA

CRD#: 288709

Wilmington, NC

Past

July 25, 2016 - January 2, 2018

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

CAROLINA BEACH, NC

Past

July 20, 2016 - January 2, 2018

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

CAROLINA BEACH, NC

Past

December 15, 2015 - May 31, 2016

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Wilmington, NC

Past

January 4, 2012 - November 17, 2015

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

WILMINGTON, NC

Past

October 31, 2011 - November 17, 2015

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

WILMINGTON, NC

Past

October 14, 2008 - October 7, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WILMINGTON, NC

Past

October 14, 2008 - October 7, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

WILMINGTON, NC

Past

October 11, 2007 - September 10, 2008

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

WILMINGTON, NC

Past

August 21, 2007 - September 10, 2008

EQUITABLE ADVISORS, LLC

CRD#: 6627

WILMINGTON, NC

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

North Carolina
(3/21/2018)

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 66

Date: 9/6/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 1/2/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 5/4/2009

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/20/2007

General Securities Representative Examination

Current Firm

KOPKA FINANCIAL, LLC

CRD#: 293234 / SEC#:

North Carolina

Registered Investment Advisory firm - (3/21/2018 Approved)

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Contact information

Main Address

Wilmington, NC

Mailing Address

Po Box 1404, Wilmington, NC 28402-1404

Phone number

(910) 409-4430

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	99
AUM (Assets Under Management)	$ 19,100,000

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.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Megan F. Kopka

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Megan Fogle Kopka's CRS (Customer Relationship Summary).

Certified licenses

Experience

APPRISE WEALTH MANAGEMENT LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/6/2007

SIE

Date: 1/2/2018

Series 31

Date: 5/4/2009

Series 7

Date: 8/20/2007

Current Firm

KOPKA FINANCIAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KOPKA FINANCIAL, LLC

TRUST BUT VERIFY

Contact information

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