Skinner, Copper & Ehmen Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$626,536,393
Clients
549
Advisors
6
across 2 offices
About
Skinner, Copper & Ehmen Wealth Management, LLC provides investment advisory and financial planning services to individuals, high net worth clients, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm’s offerings include wrap comprehensive portfolio management, wrap asset management, financial planning and consulting, pension consulting, and referrals to third-party money managers, and it may facilitate access to private placements and other alternative investments.
The firm builds asset‑allocated portfolios that rely primarily on mutual funds, with use of ETFs, separately managed accounts, REITs and occasional individual securities, applying a strategic, Modern Portfolio Theory‑based approach focused on global diversification and periodic rebalancing. SCEWM uses third‑party research and due diligence on managers, discourages market timing, and tailors allocations and restrictions to client circumstances while monitoring accounts at least quarterly.
Compared with many peer teams, SCEWM’s regulatory AUM is heavily weighted toward non‑discretionary assets (approximately $617.1 million non‑discretionary versus $88.6 million discretionary of $705.7 million total as of December 31, 2025) and the firm serves as manager and sponsor of wrap fee programs. The brochure also discloses that the firm uses paid testimonials and endorsements under written agreements and that some supervised persons are registered to sell commissionable products and private placements when deemed appropriate, with disclosures and procedures intended to address related conflicts.
Client services
Expertise
Fee options
Flat fees generally range from $750 to $10,000 for pension consulting; $1,500 to $25,000 for financial planning and consulting
Commission-based compensation through affiliated broker-dealer PKS for certain securities sales and insurance products
$300 per hour for financial planning and consulting services
Minimum fee: Minimum fee of $1,500 for written financial plans
Main office
See office3000 Profession Drive, Suite 201
Springfield IL 62703
Advisors at this office
5
Offices (2)
Most active in
Arizona · Florida · Illinois · Indiana · Missouri · South Carolina · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Lawrence D
Series 65
Springfield, IL
Skinner, Copper & Ehmen Wealth Management, LLC
Lawrence Davsko is a financial advisor at Skinner, Copper & Ehmen Wealth Management, LLC with 26 years of industry experience. He holds a Series 65 designation and has been with the firm since 2012. Outside of his advisory role, he provides information technology consulting and support to small business clients through a separate business entity. Skinner, Copper & Ehmen Wealth Management offers investment advisory and financial planning services to individuals, high net worth clients, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm employs a strategic, Modern Portfolio Theory-based approach to build globally diversified, asset-allocated portfolios primarily consisting of mutual funds, ETFs, and other investment vehicles.
Melanie L
Series 63, Series 65
Springfield, IL
Skinner, Copper & Ehmen Wealth Management, LLC
Melanie Lesko is a financial advisor with Skinner, Copper & Ehmen Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Skinner, Copper & Ehmen Wealth Management since 2007 and also has a long-standing involvement with Lesko Construction, a business she co-owns. Skinner, Copper & Ehmen Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm employs a strategic, Modern Portfolio Theory-based approach to build globally diversified, asset-allocated portfolios primarily using mutual funds, ETFs, and separately managed accounts.
Douglas S
CFP®, Series 63, Series 65
Springfield, IL
Skinner, Copper & Ehmen Wealth Management, LLC
Douglas Skinner is a CFP® with 26 years of experience in the financial services industry. He is a founding member of Skinner, Copper & Ehmen Wealth Management, LLC, where he has worked since 2007, and has also been affiliated with Purshe Kaplan Sterling Investments since 2012. Outside of his advisory role, he serves on the state board of the Fellowship of Christian Athletes, contributing to decision-making and event support. Skinner, Copper & Ehmen Wealth Management, LLC provides investment advisory and financial planning services to individuals, high net worth clients, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm employs a strategic, Modern Portfolio Theory-based approach focused on global diversification and periodic rebalancing, offering a range of portfolio management options and access to alternative investments.
Ryan E
Series 63, Series 65
Springfield, IL
Skinner, Copper & Ehmen Wealth Management, LLC
Ryan Ehmen is a financial advisor at Skinner, Copper & Ehmen Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Skinner Copper & Ehmen since 2009, also working at Purshe Kaplan Sterling Investments since 2012. Outside of finance, he performs as a guitarist and vocalist in The Rowdy Jones Band. Skinner, Copper & Ehmen Wealth Management, LLC serves individuals, high net worth clients, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm employs a strategic, globally diversified investment approach based on Modern Portfolio Theory, offering portfolio management, financial planning, and consulting services while primarily using mutual funds, ETFs, and other investment vehicles.
Noah S
Series 65
Springfield, IL
Skinner, Copper & Ehmen Wealth Management, LLC
Noah Skinner is a financial advisor with Skinner, Copper & Ehmen Wealth Management, LLC, holding a Series 65 credential and five years of industry experience. Before joining his current firm in 2022, he worked at Sikich Capital Management and Sikich LLP from 2018 to 2022. Skinner, Copper & Ehmen Wealth Management, LLC provides investment advisory and financial planning services to individuals, high net worth clients, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm employs a strategic, Modern Portfolio Theory-based approach focused on global diversification and periodic rebalancing, using a range of investment vehicles including mutual funds, ETFs, and separately managed accounts.
James C
CFP®, Series 63
Monroe, TN
Skinner, Copper & Ehmen Wealth Management, LLC
James Copper is a CFP® with 25 years of industry experience and has been with Skinner, Copper & Ehmen Wealth Management, LLC since 2009. He is also the owner and craftsman of Big Hollow Wood Art and Engraving, a custom woodcraft and engraving business. Skinner, Copper & Ehmen Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm employs a strategic, Modern Portfolio Theory–based approach focused on global diversification and periodic rebalancing, primarily using mutual funds alongside ETFs, separately managed accounts, and other investment vehicles.
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