Wisconsin's best online advisor...
Kopp Financial provides online investment advice exclusively for Wisconsin residents - for a fraction of the price charged by national FinTech firms. A great alternative to the traditional face-to-face advising relationship.
How it works...
1) Choose a Strategy
Choose from one of three investing strategies based on your needs and risk tolerance.
Decide what type of account you would like to open. The online service provides both Roth and Traditional IRAs, as well as non-retirement accounts.
2) Send your contact information
We start with just the basics. You provide a name, address, mobile phone number, and an email address.
We send you additional electronic paperwork. They include digital signatures, so there is no paper required. This also provides a secure way for you to share information such as your date of birth and social security number.
3) Access your account
We create your account, and you get instructions to establish online account access. You can review your account balances, monitor transactions, and download account statements.
You may contact us at anytime via phone, text, email, or video conference.
4) Fund your account
Once your account is open, you must decide how to fund the account. You may link your bank account to make one-time or periodic contributions.
You may also wish to transfer an account from another financial firm. All we need is your most recent account statement, and we can prepare electronic documents to handle the transfer. In most cases you won't even need to contact your former advisor.