Unclaimed Profile

Douglas Lee Skinner

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC·SPRINGFIELD, Illinois

SIE, Series 7, Series 24, Series 51, Series 63, Series 65CFPClean record25 years registeredSKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

3000 PROFESSIONAL DR., SPRINGFIELD, IL 62703CRD# 3268397Firm CRD# 159255

Profile Verification

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

Identity

Douglas Lee Skinner · SPRINGFIELD, IL

Registration

CRD #3268397 · SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

PURSHE KAPLAN STERLING INVESTMENTS

Feb 2012 – present

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

Feb 2012 – present

NFP SECURITIES, INC.

Jan 2007 – Feb 2012

SPRINGFIELD, IL

RAYMOND JAMES FINANCIAL SERVICES

Oct 2000 – Jan 2007

SPRINGFIELD, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · October 23, 2000

Years registered · 25

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

CRD 159255 · SEC 801-73087

AUM

$539M

Regulatory assets under management

Employees

1,848 client accounts

Services offered by SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Douglas Lee Skinner offer?

Douglas Lee Skinner specializes in Financial Planning, Investment Management. Contact their office in SPRINGFIELD, Illinois for a consultation.

What are Douglas Lee Skinner's credentials?

Douglas Lee Skinner holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Douglas Lee Skinner located?

Douglas Lee Skinner is based in SPRINGFIELD, Illinois, working with SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC. Their office serves clients in the SPRINGFIELD metropolitan area and surrounding communities.

How does Douglas Lee Skinner charge for services?

Douglas Lee Skinner's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC?

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $539M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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