A complete list of active advisors currently associated with Copper Range Wealth Management, LLC

Warmer can help you find a great advisor at Copper Range Wealth Management, LLC or one who fits your needs even better.

Copper Range Wealth Management, LLC is a newly formed independent advisory firm (organized April 2026) that offers ongoing portfolio management, financial planning, and pension consulting to individuals, high‑net‑worth clients, and pension or profit‑sharing plans. The firm operates as a solo advisory practice and currently reports no assets under management or active clients. The firm tailors client programs by preparing Investment Policy Statements, providing both discretionary and non‑discretionary portfolio management, and conducting at least quarterly reviews; its investment process emphasizes fundamental analysis and modern portfolio theory with a long‑term trading orientation. For retirement plans and institutional clients it provides written pension consulting plans, guidance on asset classes and investment options, manager due diligence and monitoring, and may refer clients to third‑party advisers. Distinctive for a one‑advisor independent firm, Copper Range explicitly offers institutional and pension consulting services—including recommending money managers and other plan service providers—which is less common among peers of its size. The firm requires clients to custody assets with a specific institutional custodian (Schwab Institutional) and accesses institutional research and operational services from that custodian, which may include soft‑dollar research and related benefits.

To learn more about the advisors currently working at Copper Range Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Craig Koski	Hancock, MI	0

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