Kirandeep Kaur
Investment adviser representative at Coppell Advisory Solutions LLC
13 yearsExperience
1 stateRegistered in
$1.1BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
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.
- Coppell Advisory Solutions LLCDec 2025 to now
- Watts AdvisorsDec 2025 to now
- California Department of AgricultureSep 2025 to now
- UnemployedMay 2025 to Sep 2025
- Edward JonesOct 2024 to Apr 2025
- Bank of America, N.A.Dec 2023 to Oct 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2023 to Oct 2024
- Fathom RealtyMar 2023 to Dec 2023
- Clear Channel OutdoorJan 2023 to Mar 2023
- Homesmart Icare RealtyMar 2022 to Mar 2023
- Oxford Priority MortgageMar 2020 to Jul 2023
- Self-employedFeb 2019 to Dec 2023
- Edge Home FinanceJan 2018 to Feb 2019
- American Pacific MortgageJun 2017 to Aug 2018
- Northwestern MutualSep 2016 to May 2017
- Cal State University of BakersfieldMay 2013 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Coppell Advisory Solutions LLC
Legal name: Fusion Investment Advisors LLC
$1.1BAssets managed
8,850Clients
82Advisers
15 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
- 6676632
- Firm CRD
- 156549