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portrait of Ian M Coppersmith
FINANCIAL ADVISOR

Ian M Coppersmith

CFP®
1202 W Willow Rd Suite E, Enid, OK 73703opens in a new window
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About Ian

I feel, as a financial advisor, it is my role to help people understand investments and to develop a strategy so that they know where they want to go and how they can get there. Working with a person to find out what is important to them, their family and loved ones is how I am able to make a strategy and put it in place.

Our team works with a select group of families to help them manage their financial affairs. Our process is built on comprehensive financial solutions, helping our clients live the lifestyle they desire, both now...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans

Work History

  • Edward JonesApril 2012 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Lindenwood UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Traveling
  • Cooking
  • Golfing

Team Members

  • Bethany Detrick
    Sr. Branch Office Administrator
  • Denise Stude
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Phone

(580) 237-7507

Fax

(888) 320-3859

Office Address

1202 W Willow Rd Suite E
Enid, OK 73703opens in a new window

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