Henry Coplan
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Henry Coplan Email & Phone Number

Client Service Associate at Strategic Wealth Partners (SWP)
Location: Greater Chicago Area, United States 8 work roles 2 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Strategic Wealth Partners (SWP)
Role
Client Service Associate
Location
Greater Chicago Area, United States
Company size
42 employees

Who is Henry Coplan? Overview

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Quick answer

Henry Coplan is listed as Client Service Associate at Strategic Wealth Partners (SWP), a with 42 employees, based in Greater Chicago Area, United States. AeroLeads shows a matched LinkedIn profile for Henry Coplan.

Henry Coplan previously worked as Finance Intern at Expedia Cruises and Finance/Procurement Intern at Lanzajet. Henry Coplan holds Bachelor Of Science - Bs, Agricultural & Consumer Economics, Financial Planning Concentration from University Of Illinois Urbana-Champaign.

Company email context

Email format at Strategic Wealth Partners (SWP)

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Strategic Wealth Partners (SWP)

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Profile bio

About Henry Coplan

Analytical and client-focused University of Illinois graduate with an academic foundation and passion for financial planning. Possesses strong interpersonal communication and relationship-building skills. Able to prioritize projects in a fast-paced environment with attention to detail. Recognized as a self-starter with a growth mindset.

Current workplace

Henry Coplan's current company

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Strategic Wealth Partners (SWP)
Strategic Wealth Partners (Swp)
Client Service Associate
Chicago, IL, US
Website
stratwealth.com
Employees
42
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8 roles · 9 years

Henry Coplan work experience

A career timeline built from the work history available for this profile.

Finance Intern

Current
Expedia Cruises

Glenview, Illinois, United States

Aug 2023 - Present

Finance/Procurement Intern

Lanzajet

Deerfield, Illinois, United States

Jun 2023 - Aug 2023

Restaurant Crew Member

City Barbeque

Deerfield, Illinois, United States

2018 - 2021 ~3 yrs

Camp & Bus Counselor

Tamarak Day Camps

Lincolnshire, Illinois, United States

Jun 2018 - Aug 2019

Soccer Referee & Coach

Hp Elite Soccer Club

Highland Park, Illinois, United States

Jan 2016 - Oct 2018
Team & coworkers

Colleagues at Strategic Wealth Partners (SWP)

Other employees you can reach at stratwealth.com. View company contacts for 42 employees →

MT Michele Turner Michele Turner Colleague at Strategic Wealth Partners (Swp)Milwaukee, Wisconsin, United States View → K( Kathy (Dougherty) Klein, Cfp® Kathy (Dougherty) Klein, Cfp® Colleague at Strategic Wealth Partners (Swp)Milwaukee, Wisconsin, United States View → CM Christina M. Christina M. Colleague at Strategic Wealth Partners (Swp)Kenosha, Wisconsin, United States View → MT Michael Tuber Michael Tuber Colleague at Strategic Wealth Partners (Swp)Deerfield, Illinois, United States View → RR Randy Rose Randy Rose Colleague at Strategic Wealth Partners (Swp)Harrison, Arkansas, United States View → KD Katie Doherty Katie Doherty Colleague at Strategic Wealth Partners (Swp)Chicago, Illinois, United States View → RR Ruben Rivas Ruben Rivas Colleague at Strategic Wealth Partners (Swp)Milwaukee, Wisconsin, United States View → MG Michael Garrison, Cfa, Cfp® Michael Garrison, Cfa, Cfp® Colleague at Strategic Wealth Partners (Swp)Greater Chicago Area, United States View → MB Mary Berman Mary Berman Colleague at Strategic Wealth Partners (Swp)Greater Chicago Area, United States View → LN Lauren N. Lauren N. Colleague at Strategic Wealth Partners (Swp)Greater Chicago Area, United States View →
2 education records

Henry Coplan education

FAQ

Frequently asked questions about Henry Coplan

Quick answers generated from the profile data available on this page.

What company does Henry Coplan work for?

Henry Coplan works for Strategic Wealth Partners (SWP).

What is Henry Coplan's role at Strategic Wealth Partners (SWP)?

Henry Coplan is listed as Client Service Associate at Strategic Wealth Partners (SWP).

Where is Henry Coplan based?

Henry Coplan is based in Greater Chicago Area, United States while working with Strategic Wealth Partners (SWP).

What companies has Henry Coplan worked for?

Henry Coplan has worked for Strategic Wealth Partners (Swp), Expedia Cruises, Lanzajet, Specialty Lending Group, and City Barbeque.

Who are Henry Coplan's colleagues at Strategic Wealth Partners (SWP)?

Henry Coplan's colleagues at Strategic Wealth Partners (SWP) include Michele Turner, Kathy (Dougherty) Klein, Cfp®, Christina M., Michael Tuber, and Randy Rose.

How can I contact Henry Coplan?

You can use AeroLeads to view verified contact signals for Henry Coplan at Strategic Wealth Partners (SWP), including work email, phone, and LinkedIn data when available.

What schools did Henry Coplan attend?

Henry Coplan holds Bachelor Of Science - Bs, Agricultural & Consumer Economics, Financial Planning Concentration from University Of Illinois Urbana-Champaign.

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