John
Kopel
Financial Counseling Associates, Inc
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About this Advisor
John Kopel is a financial advisor based in Aurora, Colorado, working with Financial Counseling Associates, Inc. John has previously held a position at Financial Counseling Associates, Inc. John has passed the Series 63 regulatory exam and is registered to provide services in Colorado. Currently, John is part of Financial Counseling Associates, Inc, which operates out of Aurora, Colorado. The firm has 3 offices and 4 employees. The firm manages assets totaling $293.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Financial Counseling Associates, Inc includes asset-based fees.
Certifications and Registrations
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Fee Structure
Office Location
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Financial Counseling Associates, Inc Brokerage Details
$293,000,000
4
363
$807,163
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
John Kopel Work History
Financial Counseling Associates, Inc
Disclosures
Please visit the SEC profile of John Kopel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Counseling Associates, Inc
Golden, CO
Aurora, CO
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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