CRD: 299721
Wise Stewardship Financial Planning, LLC
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- Custodian
- Charles Schwab & Company · Nationwide · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-01-2019
- Office Locations
- 1
Office Locations
About Wise Stewardship Financial Planning, LLC
Wise Stewardship Financial Planning is a fee-only fiduciary firm led by CFP professional and Air Force veteran Daniel Kopp. The firm provides financial planning and investment advice for widows and widowers nationwide, with a special focus on young widowed spouses and servicemembers’ families. Offers comprehensive ongoing planning or hourly/foundation engagements, with investment management available for planning clients.
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Investment Themes
Investment Vehicles
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Owner & Executives
Daniel M Kopp
Financial Advisor, General Partner, Owner
- CRD
- #7050053
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,420,588 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,420,588 | -- |
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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 |
| Total | Available | Available |
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