Brian J Kopp
Brian J Kopp
CRPC®
Financial Advisor
(608) 243-5000 Ext. 5013 or
(800) 236-5560 Ext. 5013

645 Junction Rd
Madison, WI 53717
8am-5pm M-F
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670 W. Washington Ave.
Madison, WI 53708
By Appointment Only
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110 Henry Dr.
Portage, WI 53901
By Appointment Only
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CA Ins. License #: 0K81726

My Background

About Me

 

My personal ambition is to positively influence every Summit Credit Union member I work with. My goal is to inspire you to define, develop and achieve your personal, professional and financial goals and dreams. I’ll take the time to get to know you and your preferences, and listen to your goals and vision for the future. This allows me to help you anticipate and prepare for whatever life brings, so you’re financially prepared. By learning some smart financial solutions, you’ll be able to reduce your financial stress and accomplish the things most important to you in life

I’m a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I’m also a licensed representative of CMFG Life Insurance Company.

My Education

B.A., Finance, University of WisconsinLa Crosse, 2006

B.A., Marketing, University of WisconsinLa Crosse, 2006

B.A., Accounting, University of WisconsinLa Crosse, 2006

Earned CRPC® (Chartered Retirement Plan Counselor) designation, 2013

Professional Services
  • Comprehensive Financial Guidance
  • Insurance Planning
  • Education Funding
  • Retirement Planning
  • Investment Management
  • Long Term Care Insurance