A complete list of active advisors currently associated with Kopp Financial

Warmer can help you find a great advisor at Kopp Financial or one who fits your needs even better.

Kopp Financial provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, offering portfolio management across equities, fixed income, mutual funds, ETFs and other common securities. The firm manages a very small number of discretionary client accounts — collectively about $1.6 million in assets — and documents clients’ financial situations and objectives to prepare and implement customized investment recommendations. The firm’s investment approach emphasizes diversification across stocks, bonds and cash, a preference for low‑cost index-style investments, and fundamental analysis of individual securities using publicly available filings such as 10‑Ks. Portfolios are tailored to each client’s risk tolerance, income needs, and time horizon; Kopp Financial typically operates with discretionary trading authority and performs comprehensive account reviews and reporting at least quarterly. Noteworthy features for a firm of this scale include an unusually small client base and a billing cadence in which monthly fees are presented but billed and collected on a quarterly basis at the start of each calendar quarter. The firm maintains a formal code of ethics with quarterly personal‑trading reporting and required approval before participation in IPOs or limited offerings, does not recommend specific insurance products, and relies on third‑party custodians rather than taking custody of client assets.

To learn more about the advisors currently working at Kopp Financial, 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.