Jeff Coplan, AAMS®, CFP®
Jeff is known for being extremely organized and methodical. These two traits have no doubt helped him in building Integrity Wealth from the ground up—and they have certainly come in handy when creating a financial plan. As you might expect, he’s extremely attentive to managing risk on the behalf of his clients.
Nevertheless, Jeff, who hails from Brookings, South Dakota, doesn’t take life too seriously. And as his wife, Angie, will attest, he lives for hearing his kids laugh. Here are three things you should know about him:
- He started Integrity Wealth in 2006 after having spent six years at a large national firm.
- He attends 30 to 40 Twins games each year, regardless of if they’re winning or losing.
- He enjoys the process of detailing a car from top to bottom. (Well, we did say he was methodical.)
You can reach Jeff by calling our office at 952-937-5003 or by emailing him at Jeff.Coplan@IntegrityWealth.com.
Connect with him on Jeff Coplan on LinkedIn
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFPc (with plaque design) and and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.