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).
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Total Assets Under Management276MILLION
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Total Number of Accounts2,406ACCOUNTS
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Average Account Value$114,619
- 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, FL, GA, IA, IL, KS, LA, MA, MD, MN, MO, NC, NE, NJ, NY, OH, OK, SC, TN, TX, VA
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.
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.
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. 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.
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.
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.
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.
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.