Terms & Conditions

Investment Advisory and Brokerage Services
Investment advisory services are offered through Kopka Financial, LLC, a Registered Investment Advisor. The firm transacts business only in states where it is properly registered or excluded/exempted from registration requirements. Registration as an investment advisor does not imply an endorsement by securities regulators nor indicate any specific skill or ability level. Brokerage services are provided through Interactive Brokers, an unaffiliated broker-dealer.

Website Use and Information Accuracy
This website is a publication of Kopka Financial, LLC. The information presented is believed to be factual and current, but its accuracy is not guaranteed. It should not be considered a complete analysis of the subjects discussed. All opinions expressed reflect the judgment of the authors at the time of publication and are subject to change.

General Information Disclaimer
The information on this website does not constitute personalized investment advice. It is limited to general information about our products and services. Professional advice should be sought before implementing any strategies mentioned. This website’s content should not be construed as an offer to buy or sell securities or a solicitation of such offers.

Tax and Legal Considerations
Any tax and estate planning information provided is general in nature and should not be considered legal or tax advice. Always consult an attorney or tax professional for guidance tailored to your specific situation.

Investment Risks
All investment strategies carry the potential for profit or loss. Different investments involve varying degrees of risk, and there is no assurance that any particular investment or strategy will be suitable or profitable for your portfolio.

By using this website, you acknowledge and agree to these terms and conditions. If you have any questions, please contact Kopka Financial, LLC.