Unclaimed Profile

Avi Kopelman

FINANCIALINDEPENDENCE4ME, LLC·SALIDA, Colorado

Clean recordFINANCIALINDEPENDENCE4ME, LLC

123 G STREET, SALIDA, CO 81201CRD# 5445989Firm CRD# 281855

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Avi Kopelman · SALIDA, CO

Registration

CRD #5445989 · FINANCIALINDEPENDENCE4ME, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Avi Kopelman is a registered financial advisor based in SALIDA, Colorado, affiliated with FINANCIALINDEPENDENCE4ME, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Client Types

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FINANCIALINDEPENDENCE4ME, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at FINANCIALINDEPENDENCE4ME, LLC →

Services

Financial planning

Background

Compensation

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5445989

Firm CRD# 281855

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Avi Kopelman offer?

Avi Kopelman specializes in Financial Planning. Contact their office in SALIDA, Colorado for a consultation.

What are Avi Kopelman's credentials?

Avi Kopelman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Avi Kopelman located?

Avi Kopelman is based in SALIDA, Colorado, working with FINANCIALINDEPENDENCE4ME, LLC. Their office serves clients in the SALIDA metropolitan area and surrounding communities.

How does Avi Kopelman charge for services?

Avi Kopelman's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIALINDEPENDENCE4ME, LLC?

FINANCIALINDEPENDENCE4ME, LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.

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