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James Kopsa
James David Kopsa
CRD#: 6707796
IA
Investment Adviser
COMMONWEALTH FINANCIAL NETWORKCRD#: 8032 Fort Calhoun, NE
Registration History
202120222023202420252026IACOMMONWEALTH FINANCIAL NETWORK (CRD# 8032)2024 - Present (<1 year)IAORION PORTFOLIO SOLUTIONS, LLC (CRD# 107975)2023 - 2024 (1 year)IAORION PORTFOLIO SOLUTIONS, LLC (CRD# 125446)2021 - 2023 (1 year)
License(s)

State Registrations

IA
Nebraska 7/30/2024

Current Registration(s)
IA
COMMONWEALTH FINANCIAL NETWORK (CRD#:8032)
Fort Calhoun, NE
Registered with this firm since 7/30/2024

Previous Registration(s)
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IA
01/20/2023 - 06/14/2024 ORION PORTFOLIO SOLUTIONS, LLC (CRD#:107975) OMAHA, NE
IA
04/07/2021 - 01/06/2023 ORION PORTFOLIO SOLUTIONS, LLC (CRD#:125446) OMAHA, NE
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Disclosures
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