Daniel M Kopp
CFP®Professional Summary
Daniel M Kopp, CFP® is a registered financial advisor currently at WISE STEWARDSHIP FINANCIAL PLANNING, LLC located in Sarasota, Florida. Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Daniel has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Business Services
- Risk Management & Insurance
- Tax Planning
- Investment Management
- Financial Planning
- Education Funding
Specializations
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
8 years in the financial services industry
Current & Past Employments
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Current Firm
WISE STEWARDSHIP FINANCIAL PLANNING, LLC
Contact Information
Main Address
Sarasota, FLMailing Address
8374 Market St #137, Lakewood Ranch, FL 34202Phone Number
(857) 209-8437# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
164AUM (Assets Under Management)
$27,420,588Exempt reporting advisers
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| Texas | ERA - Withdrawn | 9/26/2019 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(7/6/2021)
(5/1/2019)
(10/1/2019)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel M Kopp's CRS (Customer Relationship Summary).
Services Offered by Daniel
- Business Services
- Risk Management & Insurance
- Tax Planning
- Investment Management
- Financial Planning
- Education Funding
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