John Kopel has been Owner of Financial Counseling Associates since February 1993, is a control person of the firm and directly owns 75% or more of it.
Financial Counseling Associates, Inc. is a firm with $104M under management, 126 clients and 2 advisers across 4 offices, as of its February 2026 filing.
- – present · 27 yearsAurora, CO · Adviser representative · Firm CRD 115123
Investment adviser representative registrations
John Kopel is registered as an investment adviser representative in Colorado, since January 1999.
- ColoradoSince 1 January 1999
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 2 | Non-Member General Securities Examination | 12 February 1990 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 November 1989 |
- Name
- Non-Member General Securities Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- John Joseph Kopel
- CRD
- 2011781
- Firm
- Financial Counseling Associates · CRD 115123
- Role
- Owner
- Office
- Aurora, CO
- Registration
- Investment adviser registration
- In the industry since
- December 1998
- Disciplinary history
- Not yet shown here · SEC record
Where does John Kopel work?
John Kopel has been Owner of Financial Counseling Associates, Inc. since February 1993, and is a control person of the firm.
Is John Kopel a financial advisor?
Yes. John Kopel has a current investment-adviser registration in Colorado, through Financial Counseling Associates since January 1999.
How many years of experience does John Kopel have?
John Kopel has 27 years in the financial industry, since December 1998, across 1 adviser firm.
What exams has John Kopel passed?
John Kopel has passed 2 licensing exams: the Series 63 and Series 2. The earliest, the Series 63, was passed in November 1989.
Where is John Kopel based?
John Kopel’s registered office is in Aurora, CO.
Is John Kopel registered with FINRA?
No. John Kopel has no current broker registration.
How can I verify John Kopel’s record?
Search CRD 2011781 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Kopel’s full registration record.