Felix
Kopycinski
Laurel Wealth Planning
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About this Advisor
Felix Kopycinski is a financial advisor based in Minneapolis, Minnesota, working with Laurel Wealth Planning. Felix has previously held positions at Kechi Township, The Golf Warehouse, Crestview Country Club, Dicks Sporting Goods, Northwestern Mutual Life Insurance Company, Jeffrey Manderfeld, Northwestern Mutual Investment Services LLC, Jeffery Manderfeld, Intentional Enterprises, LLC, and Laurel Wealth Planning. Felix has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota. Currently, Felix is part of Laurel Wealth Planning, which operates out of Minneapolis, Minnesota. The firm has 8 employees and manages assets totaling $395.6 million. Laurel Wealth Planning serves high-net-worth clients and offers services such as financial planning and portfolio management for individuals and small businesses. The fee structure at Laurel Wealth Planning includes asset-based and hourly fees.
Certifications and Registrations
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Fee Structure
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Laurel Wealth Planning Brokerage Details
$395,558,975
8
941
$420,360
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Felix Kopycinski Work History
Laurel Wealth Planning
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Jeffery Manderfeld
Intentional Enterprises, LLC
Northwestern Mutual Life Insurance Company
Jeffrey Manderfeld
Crestview Country Club
Dicks Sporting Goods
The Golf Warehouse
Kechi Township
Disclosures
Please visit the SEC profile of Felix Kopycinski 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 Laurel Wealth Planning
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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