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Nancy Dana Champion

KOPPER INVESTMENT MANAGEMENT INC·COLORADO SPRINGS, Colorado
Clean record12 years registeredKOPPER INVESTMENT MANAGEMENT INC
102 NORTH CASCADE AVENUE STE 220, COLORADO SPRINGS, CO 80903CRD# 4354406Firm CRD# 107019

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nancy Dana Champion · COLORADO SPRINGS, CO
Registration
CRD #4354406 · KOPPER INVESTMENT MANAGEMENT INC · 12 years registered
Brand Profile
Not yet started
01

Career History

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS
Aug 2021 – present
LEE FINANCIAL COMPANY, LLC
Apr 2014 – Jun 2017
DALLAS, TX
02

Registrations & Exams

Registration record
First registered · April 11, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KOPPER INVESTMENT MANAGEMENT INC
CRD 107019 · SEC 801-38227
AUM
$59M
Regulatory assets under management
Employees
1
48 client accounts
Services offered by KOPPER INVESTMENT MANAGEMENT INC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at KOPPER INVESTMENT MANAGEMENT INC →
Introduction

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Frequently Asked Questions

What services does Nancy Dana Champion offer?
Nancy Dana Champion specializes in Investment Management, Retirement Planning. Contact their office in COLORADO SPRINGS, Colorado for a consultation.
What are Nancy Dana Champion's credentials?
Nancy Dana Champion is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nancy Dana Champion located?
Nancy Dana Champion is based in COLORADO SPRINGS, Colorado, working with KOPPER INVESTMENT MANAGEMENT INC. Their office serves clients in the COLORADO SPRINGS metropolitan area and surrounding communities.
How does Nancy Dana Champion charge for services?
Nancy Dana Champion's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KOPPER INVESTMENT MANAGEMENT INC?
KOPPER INVESTMENT MANAGEMENT INC has approximately 1 employees and manages $59M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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