Iowa Retirement Benefits & Solutions
Team An office of Coppell Advisory Solutions LLCData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Coppell Advisory Solutions LLC
Multi-team
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About
Fusion Investment Advisors (Coppell Advisory Solutions, LLC) provides discretionary portfolio management and financial planning to a range of clients including individuals (including high net worth), pension and profit‑sharing plan participants, trusts, estates, charitable organizations, and business entities, managing $1,102,901,302 in client assets as of December 31, 2025 across 8,848 clients supported by 76 advisors. The firm also offers held‑away asset management and periodic rebalancing for ERISA and non‑ERISA retirement plan assets through an account aggregation service called Pontera (formerly FeeX).
Fusion operates an open‑architecture platform that uses asset allocation models created internally or by independent SEC‑ or state‑registered money managers and implements tailored investment strategies on a discretionary basis. The firm employs both fundamental and technical analysis and uses a broad investment toolkit — including equities, mutual funds and ETFs (including leveraged/inverse and buffer ETFs), REITs, options (generally covered), margin strategies, private and alternative funds, and potential cryptocurrency exposure — with continuous monitoring and periodic rebalancing.
Several features in the brochure are atypical for peers and are disclosed up front: the firm consented to an SEC order dated September 24, 2024 finding willful violations of certain recordkeeping, disclosure, and fiduciary provisions and agreeing to disgorgement, prejudgment interest, and a civil penalty totaling $258,466.35. The brochure also discloses operational conflicts and arrangements that may influence recommendations — including associated persons who are registered representatives or licensed insurance agents earning separate commissions (though not on advisory accounts), negotiable advisor compensation structures and account‑level fees, hard‑dollar arrangements with some money managers, model‑licensing and asset‑based payments from First Trust for certain ETP models, and recruitment forgivable/repayable loans — all described as subject to internal policies and client disclosures.
Based on Coppell Advisory Solutions LLC
Expertise
Based on Coppell Advisory Solutions LLC
Location
373 Collins Rd NE #106
Cedar Rapids IA 52402
Advisors at this office
4
Advisors at this office
Ethan B
Verified by Warmer
Series 65, CRPC®
Cedar Rapids, IA
Iowa Retirement Benefits & Solutions
Ethan Ball is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 designation and three years of industry experience. He has worked at Iowa Retirement Benefits since 2021, where he serves as Founder & Senior Advisor. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, estates, and corporate clients. The firm employs a tailored investment process using internally developed and independent asset allocation models, combining fundamental and technical analysis to manage client portfolios.
Keenan R
Verified by Warmer
Series 65
Cedar Rapids, IA
Iowa Retirement Benefits & Solutions
Keenan Redfearn is a financial advisor at Coppell Advisory Solutions LLC with one year of industry experience. He holds a Series 65 designation and works at Iowa Retirement Benefits and Solutions. In addition to his advisory role, Mr. Redfearn is an insurance agent, utilizing various insurance products to further assist clients. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm uses a tailored investment process incorporating both fundamental and technical analysis, offering an open-architecture platform that includes a range of asset types and ongoing portfolio supervision.
Zachary B
Verified by Warmer
Series 65
Cedar Rapids, IA
Iowa Retirement Benefits & Solutions
Zachary Brotzman is a financial advisor at Coppell Advisory Solutions LLC with a Series 65 designation and experience working in the financial services industry since 2016. Prior to joining Coppell Advisory Solutions in 2025, he worked at Iowa Retirement Benefits and Solutions and Bankers Life and Casualty. Outside of investment advisory, he is involved in selling insurance and annuity products through Iowa Retirement Benefits and Solutions. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm employs a tailored investment approach using internally developed or independent asset allocation models and implements strategies consistent with client goals.
Jeremy S
Series 65, Series 63
Cedar Rapids, IA
Iowa Retirement Benefits & Solutions
Jeremy Squires is a financial advisor at Coppell Advisory Solutions LLC with eight years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of his advisory role, he is involved in insurance marketing and services related to Medicare plans, life insurance, annuities, and group health plans. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs an open-architecture platform utilizing fundamental and technical analysis across a diverse range of investment products with continuous monitoring and periodic rebalancing.
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