Indianapolis, Indiana, United States
Contact Info
13K followers
500+ connections
About
My name is Thomas Kopelman. I am the Co-Founder of AllStreet Wealth, a…
Articles by Thomas
Activity
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What emergency funds protect against: - loss of income - loss of job - medical expenses - home or auto expense - selling investments at bad…
What emergency funds protect against: - loss of income - loss of job - medical expenses - home or auto expense - selling investments at bad…
Posted by Thomas Kopelman
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🔑 Estate planning is crucial for protecting your family's future. But it's not always easy to navigate alone. A recent Morningstar article by Thomas…
🔑 Estate planning is crucial for protecting your family's future. But it's not always easy to navigate alone. A recent Morningstar article by Thomas…
Liked by Thomas Kopelman
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Every friend group has a go-to finance person. And if you're a financial advisor, you've been this person far before you studied for that CFP or…
Every friend group has a go-to finance person. And if you're a financial advisor, you've been this person far before you studied for that CFP or…
Liked by Thomas Kopelman
Experience & Education
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AllStreet Wealth
View Thomas’s full experience
See their title, tenure and more.
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Licenses & Certifications
Volunteer Experience
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Eighth Grade Assistant Basketball Coach
Rockford Lutheran School
- 1 year 7 months
It was a great experience to develop leadership skills along with public speaking and team building. I learned how to become a better leader and how to better communicate with all types of people.
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Honors & Awards
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Top 23 financial advisor for millennials
BusinessInsider
Named as one of the best financial advisors for millennials in the United States.
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Deans List at Butler University
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I was on the Dean's list for receiving a 4.0 GPA in the spring semester.
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Deans List
Minnesota State Mankato
I was put on the Dean's List at Minnesota State Mankato for the fall semester with a 3.9 GPA and anticipate to be on it again for the spring term. I also was a member of the basketball team where I played on scholarship before I decided to transfer to Butler University.
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Illinois High School All State Basketball player
IHSA
I was a three time all state basketball player and four time all conference. I was also a captain for basketball for two years, along with volleyball for one year. I valued being a leader and helping push my team to succeed.
Languages
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English
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Organizations
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Heartland Community Church
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- Present
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1 person has recommended Thomas
Join now to viewMore activity by Thomas
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Irrevocable Life Insurance Trusts (ILITs) can be confusing...... However, they offer valuable benefits. An ILIT owns life insurance policies and…
Irrevocable Life Insurance Trusts (ILITs) can be confusing...... However, they offer valuable benefits. An ILIT owns life insurance policies and…
Liked by Thomas Kopelman
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Avoid advice from people who say: - you NEED any specific product - 401(k)'s are a scam - that you need leverage - it's a secret the wealthy use
Avoid advice from people who say: - you NEED any specific product - 401(k)'s are a scam - that you need leverage - it's a secret the wealthy use
Posted by Thomas Kopelman
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From 😳 too 🥰 Tax planning used to feel scary. Ever go cross eyed looking at a 109 page return? Now, it’s my favorite planning topic. Did I go…
From 😳 too 🥰 Tax planning used to feel scary. Ever go cross eyed looking at a 109 page return? Now, it’s my favorite planning topic. Did I go…
Liked by Thomas Kopelman
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Measuring ROI for your first user conference is crucial! Having data on how your event impacted the pipeline 📈 gives you leverage in planning your…
Measuring ROI for your first user conference is crucial! Having data on how your event impacted the pipeline 📈 gives you leverage in planning your…
Liked by Thomas Kopelman
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As your business grows, you need to bring on financial help At first, this could be a financial planner But overtime, you need more You need: -…
As your business grows, you need to bring on financial help At first, this could be a financial planner But overtime, you need more You need: -…
Shared by Thomas Kopelman
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In February, I sold: 🔸 UBER for one client (when it > $80). He is still riding the high of having sold at the peak. 🔸 AAPL for another client (it…
In February, I sold: 🔸 UBER for one client (when it > $80). He is still riding the high of having sold at the peak. 🔸 AAPL for another client (it…
Liked by Thomas Kopelman
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