George Hart (CRD# 7324683) is an Investment Advisor Representative working at Copper Financial in Lenexa, KS and has over 3 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 3222569
Cambridge Investment Research Advisors, Inc.
CRD# 1380183
Creative Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Copper Financial Network LLC | Lenexa, KS | Apr 2022 - Current | 2 |
| Samco Capital Markets, Inc. | Mission, KS | Dec 2020 - Apr 2022 | 1 |
| Unemployed | Westwood, KS | Aug 2020 - Dec 2020 | < 1 |
| Shamrock Trading Company | Overland Park, KS | May 2020 - Aug 2020 | < 1 |
| University Of Kansas | Lawrence, KS | Aug 2017 - May 2020 | 2 |
| Dst Systems | Lawrence, KS | Sep 2019 - Jan 2020 | < 1 |
| Indian Hills Country Club | Mission Hills, KS | May 2017 - Aug 2017 | < 1 |
| Rockhurst High School | Kansas City, MO | Aug 2013 - May 2017 | 3 |
| Waterway Car Wash | Kansas City, MO | Oct 2015 - Mar 2017 | 1 |
| The New Dime Store | Kansas City, MO | Jun 2014 - May 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
- KS
- MO
-
Total Assets Under Management306MILLIONS
-
Total Number of Accounts2,791ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.