Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Braden Kopp is a financial advisor in Indianapolis, IN. William is a Certified Financial Planner and has been in the industry since 2011. William specializes in providing family office services, financial planning and portfolio management for individuals. He is currently registered with Sapient Capital LLC and has been with the firm since August 2023. William holds a Series 65 license and has been an active Investment Advisor Representative in Indiana since September 2023.
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.
Personalized portfolio management to meet individual financial objectives.
Family office services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IN
09/11/2023 - Present
Sapient Capital LLC (INDIANAPOLIS IN)
IA
Issued 04/27/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure William Kopp is the right advisor for you? Invested Better is here to help.
