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
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.
Tysyn Hartman (CRD# 6555221) is an Investment Advisor Representative working at Copper Financial in Kansas City, MO and has over 8 years of experience in the finance industry.
John James (CRD# 5408754) is an Investment Advisor Representative working at Copper Financial in Lenexa, KS and has over 16 years of experience in the finance industry.
Joseph Kraemer (CRD# 6349335) is an Investment Advisor Representative working at Copper Financial in Blue Springs, MO and has over 9 years of experience in the finance industry.
Bradley Mauderer (CRD# 4409179) is an Investment Advisor Representative working at Copper Financial in Lenexa, KS and has over 18 years of experience in the finance industry.
Todd Salzman (CRD# 5870282) is an Investment Advisor Representative working at Copper Financial in Olathe, KS and has over 13 years of experience in the finance industry.
Jason Seehusen (CRD# 5142542) is an Investment Advisor Representative working at Copper Financial in Lenexa, KS and has over 17 years of experience in the finance industry.
Amanda Spear (CRD# 6382437) is an Investment Advisor Representative working at Copper Financial in Lenexa, KS and has over 7 years of experience in the finance industry.
Justin Steitz (CRD# 5789797) is an Investment Advisor Representative working at Copper Financial in Lenexa, KS and has over 10 years of experience in the finance industry.
David Tuyo (CRD# 4371854) is an Investment Advisor Representative working at Copper Financial in Los Angeles, CA and has over 22 years of experience in the finance industry.