Rance Carlson, CFP®, MBA, financial advisor Kansas City MO

Rance Carlson, CFP®, MBA

CRD Number: 5110433
Current Firm: Copper Financial
Compensation Model: Both
Rance Carlson (CRD# 5110433) is an Investment Advisor Representative working at Communityamerica Financial Solutions, LLC in Lenexa, KS and has over 10 years of experience in the finance industry. Rance Carlson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Copper Financial Network LLC Lenexa, KS May 2014 - Current 9
Community America Credit Union Kansas City, MO Sep 2007 - Dec 2014 7
Cuso Financial Services, LP San Diego, CA Sep 2007 - May 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2006
S65 NASAA Investment Advisors Law Examination Oct 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

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Contact Info for Rance J. Carlson, CFP®, MBA
By the Numbers
  • Total Assets Under Management
    276
    MILLIONS
  • Total Number of Accounts
    2,406
    ACCOUNTS
  • Average Account Value
    $114,619
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, FL, GA, IA, IL, KS, LA, MA, MD, MN, MO, NC, NE, NJ, NY, OH, OK, SC, TN, TX, VA

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