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Alexis Kopecky, Financial Advisor

FINANCIAL ADVISOR
Alexis Kopecky

2360 W Washington St, West Bend, WI 53095opens in a new window
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies

About Alexis

Hi, my name is Alexis Kopecky. It's great to meet you! I reside in West Bend, Wisconsin, as a financial advisor for Edward Jones. I'm so thankful for the opportunity to do something I am passionate about and give back to a community that provided so much for me while growing up.

I remember that at a young age, my parents instituted a tactic for civil decision-making between my brother and me. It was called "weeks", with the idea being that whoever's week it was had to be in charge of house tasks for the week, but it also came along...

Work History

  • Edward JonesNovember 2021 to Current

Education

  • Marquette UniversityBachelors

Personal Interests

  • Animal Rescue
  • Golfing
  • Art & Theater
  • Outdoor Enthusiast
  • Traveling

Team Members

  • Jessica Eastman
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 03:00PM
Tue 08:00AM - 03:00PM
Wed 08:00AM - 03:00PM
Thu 08:00AM - 03:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(262) 334-3556

Fax

(877) 479-6167

Office Address

2360 W Washington St
West Bend, WI 53095opens in a new window

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