Kristofer Copeland

As an Investment Advisor Representative, Kristofer acts as a resource, guiding his clients in making the right financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence.

I look to serve as a resource to my clients, providing them with the service, tools, and guidance they need to navigate their financial path with confidence.

Qualifications

• Licensed to sell Life, Accident, and Health Insurance
• Holds the Series 7 and 66 Securities Licenses

Personal

• Graduated from Drexel University with a Degree in Finance and Sports Management
• While at Drexel, was a member of The Dragon Fund – an undergraduate business program, as well as being on the swim team
• Currently resides in Lakewood, CO
• In his spare time, he enjoys playing golf, playing baseball, running and doing puzzles

I am licensed to sell insurance and securities in several states. Licenses and registrations will vary. Please contact this office for further information. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). 6 Corporate Drive, Shelton, CT 06484 (203) 513-6000.

Check the background of this investment professional on FINRA’s BrokerCheck