Five Star award winner Kent Copeland

PROFESSIONAL PROFILE

Contact Me

Kent Copeland

Financial Advisor CPA, PFS

Ameriprise Financial Services, LLC

2161 NW Military Hwy Suite 204

San Antonio, TX 78213-1844

Office: 210-341-5368

Kent.L.Copeland@ampf.com
www.ameripriseadvisors.com/Kent.L.Copeland

Professional Approach

What would your life look like if your finances were aligned with what you value most? You want to make the best use of the resources that have been entrusted to you. I will ask questions, listen, evaluate, and work collaboratively with you on strategies, products, ideas, and techniques which help you work toward your goals. We will work together to create a good balance between today and tomorrow as you see it.

Identify and prioritize your goals based on your values
Develop plans
Evaluate options, make decisions and take action
Monitor progress and make ongoing adjustments

My goal is to help you feel more organized, confident, and inspired.

For over 28 years people have relied on my knowledge and experience to help successfully navigate their finances in changing life situations and economic conditions. Where are you now? Where would you like to go? What tools do you have? How would you like to get there?

Financial areas:

What you own and owe
Cash flow
Providing for and protecting what you care about
Investing for a special event or purchase
Tax planning strategies
Planning for financial independence (retirement)
Maintaining sustainable, reliable income streams
Your legacies

See Accomplishments

This award was issued on 7/1/24 by Five Star Professional (FSP) for the time period 10/10/23 through 4/30/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1907 Greater Texas-area wealth managers were considered for the award; 94 (5% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 2,757, 90, 3.3%, 7/1/23, 10/10/22 - 5/5/23; 2022: 2,649, 82, 3%.

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The Confident Retirement® approach is not a guarantee of future financial results. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2022 Ameriprise Financial, Inc. All rights reserved.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award winners may pay for marketing tools, including this advertisement. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future.