TK
Thomas Kopelman
ALLSTREET WEALTH
Kansas City, MO
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CRD#: 6932202
TK
Professional summary
Thomas Kopelman is a registered financial advisor currently at ALLSTREET WEALTH located in Kansas City, Missouri.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Thomas has worked at 3 firms and has passed the Series 66, Series 7TO and SIE 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.
1) AllStreet Academy LLC; not investment-related; 445 Mariposa Trail, Carmel, IN 46032; educational courses; Co-Owner; 8/2022; 2 hours/month devoted; 0 hours/month devoted during securities trading hours; building courses and templates for individuals and advisers. 2) Miracle Mile Advisors LLC; investment-related; 11300 West Olympic Boulevard, Suite 800, Los Angeles, CA 90064; financial planning services; Promoter; 8/2023; 5 hours/month devoted; 5 hours/month devoted during securities trading hours; referring clients to firm and providing financial planning. 3) Self-employed; not investment-related; 445 Mariposa Trail, Carmel, IN 46032; consulting services; Consultant; 1/2024; 1 hours/month devoted; 0 hours/month devoted during securities trading hours; consulting for other advisers on marketing, operations, and business development. 4) Sora Finance; not investment-related; 1007 General Kennedy Avenue, Suite 3, San Francisco, CA 94129; consulting services; Strategic Adviser; 9/2023; 0 hours/month devoted; 0 hours/month devoted during securities trading hours; equity holder without firm responsibilities. 5) Wealth.com; not investment-related; 2425 East Camelback Road, Suite 150, Phoenix, AZ 85016; estate planning software; Head of Community; 5/2023; 5 hours/month devoted; 5 hours/month devoted during securities trading hours; hosting a podcast, leading the advisor council, and helping strategize for product and marketing.
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Kopelman'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
August 31, 2021 - Present
ALLSTREET WEALTH
RIA
CRD#: 309689
Kansas City, MO
Past
June 2, 2020 - January 4, 2022
SANTIAGO.LIFE
RIA
CRD#: 257786
FISHERS, IN
Past
June 27, 2019 - June 3, 2020
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
Carmel, IN
Past
May 25, 2019 - June 3, 2020
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
Carmel, IN
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
California(9/8/2023)
IAR
Florida(2/28/2024)
IAR
Illinois(12/7/2021)
IAR
Indiana(8/31/2021)
IAR
Massachusetts(5/13/2025)
IAR
New York(11/19/2024)
IAR
Texas(8/12/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/25/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
AW
ALLSTREET WEALTH
ALLSTREET WEALTH | PIERTREE PLANNING | PIERTREE LLC | ALLSTREET WEALTH LLC
CRD#: 309689 / SEC#:
California
Registered Investment Advisory firm - (9/8/2023 Approved)Florida
Registered Investment Advisory firm - (2/28/2024 Approved)Illinois
Registered Investment Advisory firm - (1/3/2022 Approved)Indiana
Registered Investment Advisory firm - (8/31/2021 Approved)Massachusetts
Registered Investment Advisory firm - (5/13/2025 Approved)Missouri
Registered Investment Advisory firm - (10/30/2024 Terminated)New York
Registered Investment Advisory firm - (11/19/2024 Approved)Texas
Registered Investment Advisory firm - (9/14/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Carmel, IN
Mailing Address
Phone number
(815) 978-2703
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 281 |
| AUM (Assets Under Management) | $ 20,164,004 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
