Thomas Kopelman

Fee-Only Financial Advisor

Thomas Kopelman is a high-skilled professional, working in Rls Wealth main office of which is in 22. as a Fee-Only Financial Advisor from 2020. Thomas gained professional experience in more than 11 positions at various companies. Thomas Kopelman went to the Butler University and was studying from 2015 to 2018. Thomas has such qualifications as Finra Series 7 and Series 66. Rockford, Illinois is the area, where this person was lastly known to be settled. This person's email address and number are accessed through Connexy on demand.
Name variants:
Tom Kopelman, Tommy Kopelman, Damerl Kopelman

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Contact Information

Last Update
Jul 11, 2022
Location
Rockford, IL
Company
Rls Wealth

Workplace

Fee-Only Financial Advisor

Work History

Fee-Only Financial Advisor

11650 Lantern Rd SUITE 236, Fishers, IN 46038
from Jun 2020

Financial Associate

625 4Th Ave south, Minneapolis, MN 55415
Thrivent Financial is a not-for-profit, Fortune 500 financial services membership organization helping more than 2 million members achieve financial security and give back to their communiti...
from Jul 2018

Marketing Analyst

Aug 2017 — Dec 2017

Marketing Intern

Indianapolis, IN
May 2017 — Aug 2017

Student Analyst

Jan 2017 — Apr 2017

Marketing Analyst Associate

200 south Range Line Rd SUITE 213, Carmel, IN 46032
Sep 2016 — Dec 2016

Finance Intern

Kansas
Jul 2016 — Aug 2016

Marketing and Finance Intern

Apr 2016 — Jul 2016

Personal Trainer

I started my own business as a personal trainer where I write monthly workout and diet programs for my clients.
Jul 2014 — Jun 2016

Sales Representative

3838 west Parkway Blvd, Salt Lake City, UT 84120
Very interested in health and nutrition so I became a rep to help inform others about the healthy lifestyle.
Jul 2014 — Sep 2015

Strength and Conditioning Coach

I was a strength and conditioning coach for the varsity program at Rockford Lutheran High School.
Jun 2015 — Aug 2015

Occupations

Financial Broker
Financial Consultant
Accountant
Finance and Accounting Specialist
Financial Associate
Philanthrope
Security
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Non-Profit

Skills

Leadership
Microsoft Excel
Relationship Building
Public Speaking
Marketing
Market Research
Financial Reporting
Statistics
Mathematics
Microsoft Word
Microsoft Access
Nutrition
Weight Training
Consumer Behavior
Consulting
Microsoft Powerpoint
Microsoft Office
Qualtrics
Social Media
Time Management
Teamwork
Research
Strategy
Social Media Marketing

FAQs about Thomas Kopelman

What is the main profession of Thomas Kopelman?

Thomas is a Fee-Only Financial Advisor.

What jobs is Thomas Kopelman proficient at at?

The expert is proficient at Financial Broker and Financial Consultant jobs.

Where is Thomas Kopelman currently located?

Thomas Kopelman is located in Rockford, Illinois.

Where did Thomas Kopelman work?

Thomas Kopelman worked at Rls Wealth, Thrivent Financial.

Where has Thomas Kopelman studied?

Thomas studied at the Butler University from 2015 to 2018.

What are the certifications of Thomas Kopelman?

The professional received the following certifications: Finra Series 7 and Series 66.

What languages does Thomas Kopelman speak?

Thomas Kopelman speaks English.

What is professional industry that Thomas Kopelman is connected to?

Thomas Kopelman works in Financial Services industry.
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