Felix Kopycinski has been an investment adviser representative at Laurel Wealth Planning since February 2025, and is not listed among the firm’s executive officers or direct owners.
Laurel Wealth Planning LLC is an Edina, MN firm with $454M under management, 177 clients and 6 advisers in one office, as of its May 2026 filing.
- Laurel Wealth PlanningCurrent– present · 1 yearEdina, MN · Adviser representative · Firm CRD 122035
Investment adviser representative registrations
Felix Kopycinski is registered as an investment adviser representative in Minnesota, since February 2025.
- MinnesotaSince 21 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 February 2025 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 December 2023 |
| Series 7TO | General Securities Representative Examination | 20 July 2023 |
| SIE | Securities Industry Essentials Examination | 26 April 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Felix James Kopycinski
- CRD
- 7566251
- Firm
- Laurel Wealth Planning · CRD 122035
- Office
- 3300 EDINBOROUGH WAY, SUITE 790, Edina, MN 55435
- Registration
- Investment adviser registration
- In the industry since
- February 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Felix Kopycinski work?
Felix Kopycinski is an investment adviser representative registered through Laurel Wealth Planning LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Felix Kopycinski a financial advisor?
Yes. Felix Kopycinski has a current investment-adviser registration in Minnesota, through Laurel Wealth Planning since February 2025.
How many years of experience does Felix Kopycinski have?
Felix Kopycinski has 2 years in the financial industry, since February 2024, across 1 adviser firm.
What exams has Felix Kopycinski passed?
Felix Kopycinski has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 65. The earliest, the SIE, was passed in April 2023.
Where is Felix Kopycinski based?
Felix Kopycinski’s registered office is in Edina, MN.
Is Felix Kopycinski registered with FINRA?
No. Felix Kopycinski has no current broker registration.
How can I verify Felix Kopycinski’s record?
Search CRD 7566251 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Felix Kopycinski’s full registration record.