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Contact Information
Christopher M Koppen 
Position Title:   Financial Advisor 
Waddell & Reed, Inc.®
Address: 5000 FALLS NEUSE RD
SUITE 400
RALEIGH, NC 27609
Office:   (919) 876-5747
Fax:   (919) 876-2886

email me

Mission Statement
To help individuals, families and business owners work toward better lives and lifestyles by developing and implementing a comprehensive financial plan designed to meet their unique goals and objectives; and to develop, cultivate and nurture long-term relationships built on mutual trust and communication.

Education
Bachelor of Arts (BA) The University of Pittsburgh, 2001

Areas of Specialization
Financial Planning
Investment Strategies
Portfolio Allocation Strategies
Retirement Planning
Other: Families with a "special needs" loved one.


Personal and Community
Holly Springs, NC Chamber of Commerce
Special Olympics Volunteer






* Many Waddell & Reed Financial Advisors are able to sell insurance products as agents of various insurance companies through arrangements that Waddell & Reed has made with these insurance companies.

** Certain Waddell & Reed offices are located in banks, credit unions and other financial institutions. Investment products offered by Waddell & Reed on the premises of financial institutions are not insured by the FDIC, are not deposits or other obligations of the financial institution and are not guaranteed by the financial institution, and are subject to investment risks, including possible loss of the principal invested.

 
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The products and services described in this website are offered only in the United States, Puerto Rico and the U.S. Virgin Islands. Nothing in this website should be considered a solicitation to buy or an offer to sell such products and services in any jurisdiction where the offer or solicitation would be unlawful under the laws of such jurisdiction. Mutual Funds distributed by Waddell & Reed, Inc. are offered by prospectus only.

Investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. For a prospectus containing this and other information for the mutual funds offered by Waddell & Reed, call your financial advisor or click here. Please read the prospectus carefully before investing.

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