Copper Financial
Copper Financial (CRD# 168203) is a financial advisory firm headquartered in Lenexa, KS. They manage $306,448,486 in 2,791 accounts and serve the financial needs of clients across 28 states (or territories).
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Total Assets Under Management306MILLION
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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
Scott Adams (CRD# 2279746) is an Investment Advisor Representative working at Copper Financial in Leawood, KS and has over 29 years of experience in the finance industry.
Taylor Ahern (CRD# 5926523) is an Investment Advisor Representative working at Copper Financial in Kansas City, MO and has over 11 years of experience in the finance industry.
Salvatore Arnone (CRD# 6194703) is an Investment Advisor Representative working at Copper Financial in Kansas City, MO and has over 10 years of experience in the finance industry.
Joan Bellows (CRD# 4646122) is an Investment Advisor Representative working at Copper Financial in Lenexa, KS and has over 13 years of experience in the finance industry.
Heath Burch (CRD# 4218865) is an Investment Advisor Representative working at Copper Financial in Leawood, KS and has over 23 years of experience in the finance industry.
Shannon Cheah (CRD# 3028239) is an Investment Advisor Representative working at Copper Financial in Lenexa, KS and has over 26 years of experience in the finance industry.
Ian Cole (CRD# 5181826) is an Investment Advisor Representative working at Copper Financial in New York, NY and has over 10 years of experience in the finance industry.
Rachel Feldkamp (CRD# 5126213) is an Investment Advisor Representative working at Copper Financial in Lenexa, KS and has over 13 years of experience in the finance industry.
Tyler Fields (CRD# 6227706) is an Investment Advisor Representative working at Copper Financial in Lenexa, KS and has over 10 years of experience in the finance industry.