John Kopp
Kopp Financial · Green Bay, Wisconsin
John Kopp is a fee-only financial advisor at Kopp Financial in Green Bay, Wisconsin. John charges an ongoing planning fee and a percentage of assets (ongoing planning from $528 a year and 0.35% a year on the first tier of assets managed).
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Facts
| Firm | Kopp Financial |
|---|---|
| Based in | Green Bay, Wisconsin |
| Fee model | Ongoing planning fee · Percentage of assets |
| Fees (firm's website) | Ongoing planning from $528 a year · 0.35% a year on the first tier of assets managed |
| Accepting new clients | Not currently |
| Assets under management | $1.7M across 17 accounts |
| SEC registration | Investment adviser representative in WI · CRD 5187648 |
| Exams passed | Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.koppfinancial.com |
How John's firm compares
- Ongoing planning starts at $528 a year, below the Wisconsin median of $3,000 for fee-only firms that publish prices.
- Kopp Financial's average account is about $100,000, from its Form ADV (assets managed divided by 17 accounts).
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Questions about John
Is John Kopp a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Kopp Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John charges an ongoing planning fee and a percentage of assets.
How much does John charge?
According to Kopp Financial's website, checked October 30, 2026: ongoing planning from $528 a year; 0.35% a year on the first tier of assets managed.
Where is John Kopp based?
John Kopp is based in Green Bay, Wisconsin.
Is John Kopp registered with the SEC?
Yes. John Kopp is registered as an investment adviser representative in WI (CRD 5187648), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kopp Financial manage?
Kopp Financial reports $1.7M across 17 accounts in assets under management.
How do I contact John Kopp?
Through John's website, www.koppfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Kopp Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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