TK
Timothy M. Kopchick
CETERA INVESTMENT ADVISERS LLC
CLINTON TOWNSHIP, MI 48038
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CRD#: 5709862
TK
Professional summary
Timothy M Kopchick is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Clinton Township, Michigan and CETERA WEALTH SERVICES, LLC located in Troy, Michigan.
Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Timothy has worked at 4 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Condo - Rental~'NIR'~45511 Heather Ridge Dr~Macomb~MI~48044~Real Estate~Owner/Sole Proprietor~4/1/2013~0hrs~0hrs~Landlord|KCO Financial Services~'NIR'~5700 Crooks Rd, Ste 440~Troy~MI~48098~Accounting/Bookkeeping (No Tax Preparation)~Tax Preparation/Accounting~11/1/2011~8hrs~8hrs~Tax planning & preparation KOPCHICK & COMPANY, P.C. POSITION: Partner NATURE: Tax and Accounting Practice INVESTMENT RELATED: No NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 07/01/2021 ADDRESS: 5700 Crooks, Suite 440, Troy MI 48098, United States DESCRIPTION: Partner - OwnerGeneral tax and accounting
CRS (Client Relationship Summary) - RIA
Click below to view Timothy M Kopchick'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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 19844 Blackfoot Dr, Clinton Township, MI 48038RIA
CRD#: 105644
CLINTON TOWNSHIP, MI
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 5700 Crooks Suite 440, Troy, MI 48098BD
CRD#: 13572
TROY, MI
Past
February 18, 2015 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
CLINTON TOWNSHIP, MI
Past
December 16, 2009 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
TROY, MI
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
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
RR
Michigan(9/5/2025)
IAR
Michigan(9/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
