Jeff Coplan, AAMS®, CFP®
Ever since Jeff Coplan began his career in financial planning almost 20 years ago, he has modeled his career with one thing in mind: the client’s experience.
This relationship based approach to financial planning led him to the creation of Integrity Wealth in 2006. From that day on, Jeff built Integrity Wealth into an organized and methodical business with customized financial plans that are extremely attentive to appropriately managing risk, and that are easy for the client to understand.
A native of Brookings, South Dakota, Jeff is Integrity Wealth’s Senior Financial Advisor and Branch Manager. He graduated from South Dakota State University in 1999 and has lived around the Twin Cities ever since. Jeff maintains his series 7, 9, 10 and 63 licenses. In addition, he holds the CERTIFIED FINANCIAL PLANNER designation and holds the Accredited Asset Management SpealismSM Designation.
When he is not in the office, you can probably find Jeff at one of the 30 to 40 Twins Baseball games he attends each year, regardless if they are winning or losing. He also loves spending time with his wife, Angie, and their two young children.
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.