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James David Copper

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC·SPRINGFIELD, Illinois
Unclaimed Profile
3000 PROFESSIONAL DR., SPRINGFIELD, IL 62703CRD# 1006730Firm CRD# 159255
01

About

James David Copper is a registered financial advisor based in SPRINGFIELD, Illinois, affiliated with SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC
SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC
AUM
$539M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1006730
Firm CRD# 159255
No disclosures on file
View on FINRA BrokerCheck →

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05

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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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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