Connor Koppa

Financial Advisor, CFP®
direct 952 997-8947
toll free 877 697-0296
fax 612 208-0140
43 Main St. SE, Ste 223
Minneapolis, MN 55414

Connor has been in the financial services industry since 2011. Prior to working as an Financial Advisor on our team, Connor worked as a Trust Officer with both U.S. Trust and Abbott Downing. With a background in wealth management and comprehensive financial planning, Connor specializes in helping busy professionals reach their goals. Connor is a Certified Financial Planner™ and holds a B.B.A degree in Trust and Wealth Management with a minor in Financial Planning from Campbell University.

Services & Client Experience:

My team focuses on helping busy professionals navigate complicated financial issues. We save you the time required to “cover all the bases”.

Services included but not limited to:

  • Working closely with you to develop a realistic plan that helps achieve your vision of the future.
  • Utilizing a disciplined investment methodology striving to achieve investment results within the risk levels at which you are comfortable.
  • Working closely with other professionals to make sure tax management, estate planning, and risk management strategies are considered.
  • Help increase benefits through your employer such as group insurance, stock option plans, retirement plans, restricted stock,and stock purchase plans.
  • Making sure you are insured appropriately to cover any unforeseen circumstances that may come up.

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