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Andrew B
Series 65
Portland, MI
Coppell Advisory Solutions LLC
Andrew Brace is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 designation and 11 years of industry experience. He has worked at Fusion Capital Management since 2018 and previously at CLA USA Advisory Group, LLC. Brace is also a 50% owner of Brace Financial, a business involved in tax preparation and insurance sales. Coppell Advisory Solutions LLC serves a range of clients including individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses a customizable investment approach involving both fundamental and technical analysis, employing various asset classes and specialized instruments to align with client objectives.
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