Unclaimed Profile

James David Copper

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

SIE, Series 6, Series 7, Series 12, Series 63Clean record26 years registeredSKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

3000 PROFESSIONAL DR., SPRINGFIELD, IL 62703CRD# 1006730Firm CRD# 159255

Profile Verification

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

Identity

James David Copper · SPRINGFIELD, IL

Registration

CRD #1006730 · SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

Feb 2012 – present

NFP SECURITIES, INC.

Mar 2000 – Feb 2012

SPRINGFIELD, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 12

Series 63

Registration record

First registered · March 29, 2000

Years registered · 26

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 James David Copper offer?

James David Copper specializes in Financial Planning, Investment Management. Contact their office in SPRINGFIELD, Illinois for a consultation.

What are James David Copper's credentials?

James David Copper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James David Copper located?

James David Copper 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 James David Copper charge for services?

James David Copper'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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