Nicholas Reid Kopff
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
10 years in the industry.
- Mpwm Advisory SolutionsSep 2023 to now
- LPL Financial, LLCFeb 2021 to now
- Wealthone LLCFeb 2021 to Sep 2023
- Olivetree Financial, LLCMay 2020 to Nov 2020
- Olivetree Financial, LLCJun 2019 to Aug 2019
- Ridgewood Country ClubJun 2018 to Aug 2018
- Camp TowandaJun 2017 to Aug 2017
- University of MichiganSep 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7260035
- Firm CRD
- 6413