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David James Copeland

STRATEGIC WEALTH PARTNERS GROUP, LLC·DEERFIELD, Illinois
Unclaimed Profile
520 LAKE COOK ROAD, DEERFIELD, IL 60015CRD# 1011917Firm CRD# 174052
01

About

David James Copeland is a registered financial advisor based in DEERFIELD, Illinois, affiliated with STRATEGIC WEALTH PARTNERS GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STRATEGIC WEALTH PARTNERS GROUP, LLC
STRATEGIC WEALTH PARTNERS
AUM
$3.5B
Regulatory assets under management
Employees
45
Total firm employees
View all advisors at STRATEGIC WEALTH PARTNERS GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1011917
Firm CRD# 174052
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David James Copeland offer?
David James Copeland specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DEERFIELD, Illinois for a consultation.
What are David James Copeland's credentials?
David James Copeland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David James Copeland located?
David James Copeland is based in DEERFIELD, Illinois, working with STRATEGIC WEALTH PARTNERS GROUP, LLC. Their office serves clients in the DEERFIELD metropolitan area and surrounding communities.
How does David James Copeland charge for services?
David James Copeland's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGIC WEALTH PARTNERS GROUP, LLC?
STRATEGIC WEALTH PARTNERS GROUP, LLC has approximately 45 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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