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Megan Fogle Kopka

Apprise Wealth Management LLC

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About Megan Fogle Kopka

Megan Kopka is an investment advisor representative with Apprise Wealth Management LLC. Megan is a Registered Representative with the state of North Carolina. Megan's work experience spans multiple firms, including Raymond James Financial Services, Inc., Commonwealth Financial Network, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and AXA Advisors, LLC. She has a strong foundation in financial planning and portfolio management, with experience serving both high-net-worth individuals and other investment advisors. In addition to providing investment advice, Megan is a public speaker on financial planning.

Firm Information

Megan Kopka is currently registered with Apprise Wealth Management LLC. Apprise Wealth Management LLC is an investment advisory firm based in [main office address]. The firm provides investment consulting, financial planning, and portfolio management services to individuals and other investment advisors. As of [latest regulatory assets under management date], Apprise Wealth Management LLC managed approximately $93.4 million in assets. The firm's website addresses are: [website addresses].

$93.40M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Megan Kopka’s Registration & Firm History

MD

02/29/2024 - Present

Apprise Wealth Management LLC (PHOENIX MD)

NC

07/20/2016 - 01/02/2018

RAYMOND JAMES FINANCIAL SERVICES, INC. (CAROLINA BEACH NC)

NC

10/31/2011 - 11/17/2015

COMMONWEALTH FINANCIAL NETWORK (WILMINGTON NC)

NC

10/14/2008 - 10/07/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILMINGTON NC)

NC

08/21/2007 - 09/10/2008

AXA ADVISORS, LLC (WILMINGTON NC)

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Licenses & Designations

BOTH

Issued 09/06/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 08/20/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Megan Fogle Kopka.
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