Kopka Financial, LLC

Overview

Kopka Financial, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients, providing financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. It charges a mix of fees — percentage of assets under management, hourly fees, and fixed fees — and is also classified as engaging in other financial product sales activities. Kopka Financial does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices