James
Copper

Skinner, Copper & Ehmen Wealth Management, LLC

CRD#1006730
Investment Advisor
in Springfield, IL

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About this Advisor

James Copper is a financial advisor based in Springfield, Illinois, working with Skinner, Copper & Ehmen Wealth Management, LLC. James has previously held positions at Skinner Copper & Ehmen and Purshe Kaplan Sterling Investments. James has passed the Series 63 regulatory exam and is registered to provide services in Illinois and Texas. Currently, James is part of Skinner, Copper & Ehmen Wealth Management, LLC, which operates out of Springfield, Illinois. The firm has 6 employees and manages assets totaling $538.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Skinner, Copper & Ehmen Wealth Management, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3000 Professional Drive Suite 201
Springfield, IL 62703

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Skinner, Copper & Ehmen Wealth Management, LLC Brokerage Details

Total Assets Under Management

$538,934,153

IL Average: $6,674,516,078
Total Number of Employees

6

IL Average: 44
Total Number of Accounts

1,848

IL Average: 2,564
Average Account Size

$291,631

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

James Copper Work History

2009 - Present (15 years)

Skinner Copper & Ehmen

2012 - 2015 (3 years)

Purshe Kaplan Sterling Investments

Disclosures

Please visit the SEC profile of James Copper 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 Skinner, Copper & Ehmen Wealth Management, LLC

Noah Skinner
Springfield, IL
Lawrence Davsko
Springfield, IL
James Copper
Springfield, IL
Ryan Ehmen
Springfield, IL
Douglas Skinner
Springfield, IL
Melanie Lesko
Springfield, IL

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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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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