Copper Financial

Copper Financial (CRD# 168203) is a financial advisory firm headquartered in Lenexa, KS. They manage $275,772,959 in 2,406 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    276
    MILLION
  • 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

Financial Advisors at Copper Financial
Showing 1 - 10 of 40 top financial advisors.
1
Scott C. Adams
CRD#: 2279746
10601 Mission Road, Suite 100, Leawood, KS 66206

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. Scott Adams 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 put clients' interests first and comply with the Financial Planning Practice Standards.

2
Taylor B. Ahern
CRD#: 5926523
6390 N Cosby Ave, Kansas City, MO 64151

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.

3
Joan E. Bellows
CRD#: 4646122
9777 Ridge Drive, Lenexa, KS 66219

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.

4
Heath T. Burch
CRD#: 4218865
10601 Mission Road, Suite 100, Leawood, KS 66206

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. Heath Burch 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 put clients' interests first and comply with the Financial Planning Practice Standards.

5
Rance J. Carlson, CFP®, MBA
CRD#: 5110433
1251 Nw Briarcliff Parkway, Suite 95, Kansas City, MO 64116
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.
6
Shannon T. Cheah
CRD#: 3028239
9777 Ridge Dr., Suite 360, Lenexa, KS 66219

Shannon Cheah (CRD# 3028239) is an Investment Advisor Representative working at Copper Financial in Lenexa, KS and has over 25 years of experience in the finance industry.

7
Ian S. Cole
CRD#: 5181826
Two Un Plaza, 3rd Floor, (e. 44th Street, Between 1st And 2nd Avenue), New York, NY 10017

Ian Cole (CRD# 5181826) is an Investment Advisor Representative working at Copper Financial in New York, NY and has over 9 years of experience in the finance industry.

8
Rachel M. Feldkamp
CRD#: 5126213
9777 Ridge Drive, Lenexa, KS 66219

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.

9
Tyler Fields
CRD#: 6227706
9777 Ridge Drive, Lenexa, KS 66219

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.

10
Michael P. Haggerty
CRD#: 3172920
9777 Ridge Drive, Lenexa, KS 66219

Michael Haggerty (CRD# 3172920) is an Investment Advisor Representative working at Copper Financial in Lenexa, KS and has over 25 years of experience in the finance industry. Michael Haggerty 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 put clients' interests first and comply with the Financial Planning Practice Standards.

1 2 3 4 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.