Fsa Investment Group, LLC

Investment Advisor
in Gulf Breeze, FL

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About this Advisor

Daniel Kopack is a financial advisor who works in Gulf Breeze, Florida who has 10 years of industry experience. Kopack is an employee of Fsa Investment Group, LLC. During their career, Kopack has held roles at Fs Advisors, Inc and Fsa Investment Group, LLC. Kopack holds a Series 65 license, designating them as an investment advisor representative, and can serve investors in Alabama and Florida. Fsa Investment Group, LLC is a registered investment business operating out of Pensacola, FL. The investment advisory business has offices in three locations and a total of nine employees. It handles $509 million in total assets across its 176 accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm provides financial advisory services to one charities and foundations. Of its 176 client accounts, 26% are associated with high-net-worth individuals who have more than $1 million in investable assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees largely are based on which service is provided. However, fees charged by Fsa Investment Group, LLC most likely include asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Gulf Breeze, FL

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Fsa Investment Group, LLC Brokerage Details

Total Assets Under Management


FL Average: $1,855,561,029
Total Number of Employees


FL Average: 62
Total Number of Accounts


FL Average: 2,474
Average Account Size


FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Daniel Kopack Work History

Daniel has been registered as a financial advisor for 10 years.*

2014 - Present (10 years)

Fsa Investment Group, LLC

2013 - 2014 (1 year)

Fs Advisors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Daniel Kopack 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 Fsa Investment Group, LLC

Daniel Kopack
Gulf Breeze, FL
Nancy Lowrey
Pensacola, FL
James Webb
Pensacola, FL
Johnathan Hosman
Pensacola, FL
Varene Martin
San Diego, CA
Skyler Erben
Pensacola, FL
James Wells
Pensacola, FL
Brett Akers
Pensacola, FL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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