Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Koopmann is a financial advisor with over 20 years of experience. Douglas has previously worked for various financial institutions including Foresters Equity Services, Inc., Cadaret, Grant & Co., Inc., Woodbury Financial Services, Inc., Robert W. Baird & Co. Incorporated, and Northwestern Mutual Investment Services, LLC. Douglas specializes in helping individuals, families, and businesses with their financial planning needs. Douglas is currently registered with the state of Iowa and Texas as a Registered Representative and Investment Advisor Representative, and he is a licensed insurance agent. Douglas is currently affiliated with Wealthcare Advisory Partners LLC. The firm offers a wide range of financial services, including financial planning, portfolio management, and insurance. Douglas is committed to providing his clients with the highest level of personalized service and expertise.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IA
04/14/2023 - Present
Wealthcare Advisory Partners LLC (DUBUQUE IA)
CA
01/13/2011 - 12/31/2012
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
IA
09/08/2006 - 12/31/2010
CADARET, GRANT & CO., INC. (DUBUQUE IA)
IA
02/28/2001 - 09/14/2006
WOODBURY FINANCIAL SERVICES, INC. (DUBUQUE IA)
WI
05/04/2000 - 02/15/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
06/15/1995 - 02/15/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 03/17/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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