Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
PFS™, Series 66
Experience Industry experience
25 years
Location
Okeechobee, FL 34974-5903
Cetera
Institution
Michael Costopoulos is a financial advisor with Cetera, holding the PFS™ designation and Series 66 license, and has 25 years of industry experience. He has worked across multiple affiliated firms including Copperleafe Wealth Management and Costopoulos & Associates, LLC. Outside of advisory work, he is a CPA partner at Costopoulos & Helton, P.A., providing accounting, tax, and consulting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
Okeechobee, FL
195 SW. 28th Street
Okeechobee FL 34974-5903
Advisors at this office
1
Florida · Texas
25 years of industry experience
Costopoulos & Associates, LLC
2026 - Present • 1 year
Okeechobee, FL
Costopoulos Ellis & Associates, LLC
2023 - 2026 • 3 years
Okeechobee, FL
Copperleafe Wealth Management, LLC
2018 - Present • 8 years
Okeechobee, FL
Cetera
2004 - Present • 22 years
Schaumburg, IL
CETERA Financial Specialists LLC
2004 - Present • 22 years
Schaumburg, IL
Copperleafe Wealth Management, LLC
2002 - 2018 • 16 years
Okeechobee, FL
Costopoulos & Helton, PA
1982 - Present • 44 years
Okeechobee, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Okeechobee, FL
Eagle Strategies (NY Life)
Cameron Tewksbury is a financial advisor with Eagle Strategies (NY Life) based in Okeechobee, FL, holding Series 63 and Series 65 licenses and with nine years of industry experience. He has been affiliated with Eagle Strategies and its related entities since 2015. Tewksbury serves as an alternate board member of the Economic Council of Okeechobee. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes customized advice and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.
Series 66
Okeechobee, FL
Edward Jones
Bryan Finnegan is a financial advisor at Edward Jones in Okeechobee, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Ally Financial for seven years and Deloitte for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.
Series 63, Series 65
Okeechobee, FL
LPL Financial
Susan Bonanno is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She worked at Lincoln Investment Planning for 12 years before joining LPL Financial in 2025. Outside of her advisory work, she owns Dreams Come True Farms LLC, a business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies.
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