Steven Nicholas Hooyman
Investment adviser representative at Copper Harbor Investment Advisors, LLC
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$805MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Copper Harbor Investment Advisors, LLCDec 2013 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 3 states (IL, OR, WI).
Copper Harbor Investment Advisors, LLC
$805MAssets managed
250Clients
5Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2143662
- Firm CRD
- 169978