Caleb Padgett (CRD# 6785519) is an Investment Advisor Representative working at Copper Financial in Grandview, MO and has 1 year of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
Company Name | Location | Dates | Years |
---|---|---|---|
Copper Financial Network, LLC | Lenexa, KS | Nov 2022 - Current | 1 |
Commerce Brokerage Services Inc. | Lenexa, KS | Jan 2022 - Oct 2022 | < 1 |
Commerce Bank | Lenexa, KS | Jun 2018 - Oct 2022 | 4 |
Emprise Bank | Hays, KS | Jul 2017 - Jun 2018 | < 1 |
Crawford County Mental Health | Pittsburg, KS | May 2015 - Jun 2017 | 2 |
Hibbett Sports | Pittsburg, KS | Aug 2014 - May 2015 | < 1 |
Unemployed | Belton, MO | May 2013 - Aug 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2023 |
S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- KS
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Total Assets Under Management306MILLIONS
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Total Number of Accounts2,791ACCOUNTS
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Average Account Value$109,799
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AR, AZ, CA, CO, CT, FL, GA, IA, IL, KS, LA, MA, MD, MN, MO, NC, NE, NJ, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA
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