Unclaimed Profile

David James Copeland

STRATEGIC WEALTH PARTNERS GROUP, LLC·DEERFIELD, Illinois

SIE, Series 7, Series 63, Series 65Clean record28 years registeredSTRATEGIC WEALTH PARTNERS GROUP, LLC

520 LAKE COOK ROAD, DEERFIELD, IL 60015CRD# 1011917Firm CRD# 174052

Profile Verification

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

Identity

David James Copeland · DEERFIELD, IL

Registration

CRD #1011917 · STRATEGIC WEALTH PARTNERS GROUP, LLC · 28 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Jan 2026 – present

KOVITZ INVESTMENT GROUP PARTNERS, LLC

May 2024 – Dec 2024

Deerfield, IL

NORTHCOAST ASSET MANAGEMENT LLC

May 2024 – Mar 2026

Deerfield, IL

STRATEGIC WEALTH PARTNERS

Feb 2015 – May 2024

DEERFIELD, IL

STRATEGIC WEALTH PARTNERS, LLC

May 2008 – Feb 2015

DEERFIELD, IL

MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.

Nov 2006 – May 2008

CHICAGO, IL

MESIROW FINANCIAL, INC.

Jan 1998 – May 2008

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · January 3, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRATEGIC WEALTH PARTNERS GROUP, LLC

CRD 174052 · SEC 801-80683

AUM

$3.5B

Regulatory assets under management

Employees

6,045 client accounts

Services offered by STRATEGIC WEALTH PARTNERS GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STRATEGIC WEALTH PARTNERS GROUP, LLC →

Introduction

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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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