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Tom Kopatz
Financial Consultant at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Thrivent Financial for Lutherans</span>
Seasoned financial consultant delivering comprehensive financial planning and analysis.
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Location
Collinsville, Illinois, United States...
Skills
- Registered Investment Advisor
- Singing
- Ricp Retirement Planning
- Public Seminars
- Investments
- Show all
Bio
Generated by
Topline AI
Tom Kopatz is a seasoned financial professional with 35+ years of experience in financial planning, analysis, and consulting. He has worked with Thrivent Financial for Lutherans and IBM, providing financial guidance to individuals, businesses, and government entities. Kopatz holds certifications as a Registered Investment Advisor, Chartered Life Underwriter, and Retirement Income Certified Professional.
Experience
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Financial Consultant
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Jun 1990 - Present
Assist families, businesses and individuals to plan and achieve their financial goals and plans
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Financial Consultant
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1989 - Present
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Sales Exec
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Jun 1970 - Aug 1989
Assist businesses and government entities to solve problems through automation
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Education
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2012 - 2013The American College
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1999 - 2001
The American College
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1981 - 1985
University of Illinois Springfield
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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