Felix James Kopycinski
Investment adviser representative at Laurel Wealth Planning
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$453.6MFirm 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
12 years in the industry.
- Laurel Wealth PlanningJul 2024 to now
- Northwestern Mutual Life Insurance CompanyJan 2024 to Jul 2024
- Intentional Enterprises, LLCDec 2023 to Jul 2024
- Northwestern Mutual Investment Services LLCFeb 2023 to Jul 2024
- Jeffery ManderfeldFeb 2023 to Dec 2023
- Jeffrey ManderfeldNov 2022 to Feb 2023
- Northwestern Mutual Life Insurance CompanyMay 2022 to Nov 2022
- Dicks Sporting GoodsNov 2021 to May 2022
- UnemployedAug 2021 to Nov 2021
- Crestview Country ClubJun 2021 to Aug 2021
- UnemployedFeb 2021 to Jun 2021
- The Golf WarehouseDec 2020 to Feb 2021
- UnemployedAug 2020 to Dec 2020
- Kechi TownshipJul 2017 to Aug 2020
- UnemployedJan 2012 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MN).
Laurel Wealth Planning
Legal name: Laurel Wealth Planning LLC
$453.6MAssets managed
177Clients
6Advisers
12 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
- 7566251
- Firm CRD
- 122035