About Jeff Coplan
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFPc and and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Jeff Coplan began his career in financial planning over 20 years ago, and 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 designed to be 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™ certification and holds the Accredited Asset Management Specialist Designation.
When he is not in the office, you can probably find Jeff at one of the 30 to 40 local baseball games he attends each year. He also loves spending time with his wife, Angie, and their two young children.
More Services
Financial Planning
We'll guide you through wealth accumulation, wealth conservation, and wealth distribution.
Investment Allocation
Every investment involves some level of risk. With allocation we can help preserve capital, increase liquidity, and decrease volatility.
Estate Planning
Will the proceeds from your estate be used to fulfill your wishes when the time comes? We can help make sure it does.
Tax Planning
Taxes are a fact of life. But that doesn't mean you can't manage the impact they have on your savings.
Retirement Planning
Whether it's fast approaching or years away, you've likely thought about your retirement. But have you thought about how you're going to get there?
Education Planning
We can offer support and planning as you set education goals for your children, grandchildren, or yourself.
