Louis Bennett has been Managing Member of Copia Wealth Management since January 2020, is a control person of the firm and directly owns between 25% and 50% of it. Louis Bennett holds a Degree in Business Administration with a concentration in Finance from Point Loma Nazarene University.
Copia Wealth Management, LLC is a Bend, OR firm with $158M under management, 288 clients and 3 advisers in one office, as of its February 2026 filing.
Louis Bennett is Chief Strategist of Copia Wealth Management, based in Bend, Oregon. He leads portfolio construction and investment management while overseeing long-term financial planning strategy. He spent nearly a decade as a golf professional, before joining Copia in 2016 and becoming a partner the following year.
Louis Bennett’s longest registration is the current one, 5 years at Copia Wealth Management since 2021. Before joining Copia Wealth Management in 2021, Louis Bennett was registered through Arbor Point Advisors and KMS Financial Services, Inc.
- Copia Wealth ManagementCurrent– present · 5 yearsBend, OR · Adviser representative · Firm CRD 281873
- Arbor Point Advisors– · under a yearBend, OR · Adviser representative · Firm CRD 165127
- KMS Financial Services, Inc– · 4 yearsBend, OR · Adviser representative · Firm CRD 3866
Investment adviser representative registrations
Louis Bennett is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from August 2021; the most recent is Texas, in February 2022.
- CaliforniaSince 27 August 2021
- OregonSince 13 August 2021
- TexasResidentSince 9 February 2022
- WashingtonSince 13 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 31 May 2016 |
| Series 7 | General Securities Representative Examination | 19 April 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Louis Walter Bennett
- CRD
- 6609914
- Firm
- Copia Wealth Management · CRD 281873
- Role
- Managing Member
- Office
- 572 SW BLUFF DRIVE #100, Bend, OR 97702
- Registration
- Investment adviser registration
- In the industry since
- April 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- copiawealthmanagement.com
Where does Louis Bennett work?
Louis Bennett has been Managing Member of Copia Wealth Management, LLC since January 2020, and is a control person of the firm.
Is Louis Bennett a financial advisor?
Yes. Louis Bennett has a current investment-adviser registration in California, Oregon, Texas and Washington, through Copia Wealth Management since August 2021.
How many years of experience does Louis Bennett have?
Louis Bennett has 10 years in the financial industry, since April 2016, across 3 adviser firms.
What exams has Louis Bennett passed?
Louis Bennett has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2016. FINRA credited Louis Bennett with the SIE, which began in October 2018.
Where did Louis Bennett work before Copia Wealth Management?
Before Copia Wealth Management, Louis Bennett was registered through KMS Financial Services, Inc, May 2016 to November 2020.
Where is Louis Bennett based?
Louis Bennett’s registered office is in Bend, OR.
Is Louis Bennett registered with FINRA?
No. Louis Bennett has no current broker registration.
How can I verify Louis Bennett’s record?
Search CRD 6609914 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Louis Bennett’s full registration record.
