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Mark Koppelmann, MBA, CFP®

FinancialConnex, LLC

592 Fairway Drive
Woodstock, GA 30189
Phone: (888) 605-0555

Toll-free: (888) 605-0555
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Household Income Minimum: $50,000
Investable Asset Minimum: $50,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Investment Management
  • Insurance
  • Retirement

 

About My Practice

N/A

 

Experience

N/A

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 65, 66
Insurance Licenses
Life insurance
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA
Broker-Dealer Affiliation
LPL Financial

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.