Chad Kopser has been an investment adviser representative at Aegis Wealth Management since January 2021, and is not listed among the firm’s executive officers or direct owners. Chad Kopser holds a Degree in Finance from the University of Northern Colorado.
Aegis Wealth Management, Inc. is a Guthrie Center, IA firm with $216M under management, 2,350 clients and 27 advisers across 29 offices, as of its August 2026 filing.
Chad Kopser is President & Founder of Soteria Retirement Solutions. He began his career with Morgan Stanley as a Retirement Planning Specialist and later moved into an independent advisor role. Kopser started Soteria Retirement Solutions and works with clients through its SoteriaSIMPLE process before and during retirement.
Chad Kopser’s longest registration is the current one, 5 years at Aegis Wealth Management since 2021. Before joining Aegis Wealth Management in 2021, Chad Kopser was registered through Morgan Stanley.
- – present · 5 yearsGolden, CO · Adviser representative · Firm CRD 301990
- Morgan Stanley– · 3 yearsDenver, CO · Adviser representative · Firm CRD 7556
Investment adviser representative registrations
Chad Kopser is registered as an investment adviser representative in Colorado, since January 2021.
- ColoradoSince 7 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 December 2020 |
| Series 31 | Futures Managed Funds Examination | 3 May 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 April 1999 |
| Series 7 | General Securities Representative Examination | 29 March 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Chad Matthew Kopser
- CRD
- 3190096
- Firm
- Aegis Wealth Management · CRD 301990
- Office
- 13715 W 26th Ave, Golden, CO 80401
- Registration
- Investment adviser registration
- In the industry since
- September 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- soteriaretirement.com
Where does Chad Kopser work?
Chad Kopser is an investment adviser representative registered through Aegis Wealth Management, Inc. since January 2021, and is not listed among the firm’s executive officers or direct owners.
Is Chad Kopser a financial advisor?
Yes. Chad Kopser has a current investment-adviser registration in Colorado, through Aegis Wealth Management since January 2021.
How many years of experience does Chad Kopser have?
Chad Kopser has 9 years in the financial industry, since September 2017, across 2 adviser firms.
What exams has Chad Kopser passed?
Chad Kopser has passed 4 licensing exams: the Series 7, Series 63, Series 31 and Series 65. The earliest, the Series 7, was passed in March 1999.
Where did Chad Kopser work before Aegis Wealth Management?
Before Aegis Wealth Management, Chad Kopser was registered through Morgan Stanley, November 1999 to March 2003.
Where is Chad Kopser based?
Chad Kopser’s registered office is in Golden, CO.
Is Chad Kopser registered with FINRA?
No. Chad Kopser has no current broker registration.
How can I verify Chad Kopser’s record?
Search CRD 3190096 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chad Kopser’s full registration record.
