Connor
Koppa
Focus Financial
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About this Advisor
Connor Koppa is a certified financial planner who works out of Minneapolis, Minnesota, with 9 years of industry experience. Koppa is on the advisory team at Focus Financial. Their career trajectory has included roles at Focus Financial Network, Inc and Royal Alliance. Koppa maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Minnesota. Focus Financial is a registered investment firm operating out of Minneapolis, MN. The firm has offices in 40 locations and a total of 194 employees. It has $5 billion in total assets between its 24,479 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 24,479 accounts, just 10% are associated with high-net-worth clients who have at least $1 million in assets. Focus Financial provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees typically depend on which services the firm provides the client. Fees charged by Focus Financial most likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Focus Financial Brokerage Details
$4,459,201,828
194
24,479
$182,164
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
Connor Koppa Work History
Connor has been registered as a financial advisor for 9 years.*
Focus Financial Network, Inc
Royal Alliance
Focus Financial Network, Inc
Focus Financial Network, Inc
Royal Alliance
*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.
Disclosures
Please visit the SEC profile of Connor Koppa 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 Focus Financial
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Alexandria, MN
Alexandria, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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.