CRD: 159255
Skinner, Copper & Ehmen Wealth Management, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-15-2012
- Office Locations
- 3
Office Locations
About Skinner, Copper & Ehmen Wealth Management, LLC
Skinner Copper & Ehmen Wealth Management is a Springfield, IL wealth management firm serving individuals and families, including business owners, young professionals, and retirees. The team delivers comprehensive financial planning—retirement cash-flow, portfolio management, risk and estate planning, and business succession—through a listening-first, life-stage process. Investment implementation includes diversified allocations using ETFs, index funds, and mutual funds, with Fidelity/NFS as a primary custodian.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES DAVID COPPER
Certified Financial Planner, Managing Member
- CRD
- #1006730
- Ownership
- 25% but less than 50%
RYAN JAY EHMEN
Chief Compliance Officer, Managing Member
- CRD
- #3212450
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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LAWRENCE J DAVSKO
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- CRD
- #4344247
MELANIE KAY LESKO
Financial Advisor, General Partner
- CRD
- #4221331
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,638,355 | $370,872 |
| Non-Discretionary | $617,091,844 | $338,318 |
| Total | $705,730,199 | $342,089 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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