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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Kopp is an Investment Advisor Representative at Badgley Phelps Wealth Managers. Emily has been in the financial services industry since 2013 and has experience working for both Coldstream Wealth Management and The Clarius Group. Emily holds a Series 65, Series 7 and a SIE. Emily is registered with the state of Washington. Emily's specialties include financial planning, portfolio management for individuals and businesses, and insurance and credit and cash management solutions. Badgley Phelps Wealth Managers is a firm that provides investment advice and wealth management services to individuals, families, businesses, and charitable organizations. The firm has a strong focus on personalized service and a commitment to helping clients achieve their financial goals.
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.
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.
Credit and cash management solutions. insurance solutions
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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WA
08/02/2021 - Present
Badgley Phelps Wealth Managers (Seattle WA)
WA
01/02/2018 - 04/18/2018
COLDSTREAM SECURITIES, INC. (BELLEVUE WA)
IA
Issued 10/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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