Copper Leaf Financial, LLC

Copper Leaf Financial, LLC (CRD# 285378) is a financial advisory firm headquartered in Williston, VT. They manage $189,173,652 in 585 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    189
    MILLION
  • Total Number of Accounts
    585
    ACCOUNTS
  • Average Account Value
    $323,374
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NH, VT

Financial Advisors at Copper Leaf Financial, LLC
Showing 1 - 4 of 4 top financial advisors.
1
John W. Davis
CRD#: 4307361
33 Blair Park Road, Suite 203, Williston, VT 05495

John Davis (CRD# 4307361) is an Investment Advisor Representative working at Copper Leaf Financial, LLC in Williston, VT and has over 22 years of experience in the finance industry.

2
Bret L. Hodgdon
CRD#: 5605497
33 Blair Park Road, Suite 203, Williston, VT 05495

Bret Hodgdon (CRD# 5605497) is an Investment Advisor Representative working at Copper Leaf Financial, LLC in Williston, VT and has 1 year of experience in the finance industry.

3
Breanna Sykes
CRD#: 6682801
33 Blair Park Road, Suite 203, Williston, VT 05495

Breanna Sykes (CRD# 6682801) is an Investment Advisor Representative working at Copper Leaf Financial, LLC in Williston, VT and has over 6 years of experience in the finance industry.

4
Jacquelyn M. Winkler
CRD#: 7373551
33 Blair Park Road, Suite 203, Williston, VT 05495

Jacquelyn Winkler (CRD# 7373551) is an Investment Advisor Representative working at Copper Leaf Financial, LLC in Williston, VT and has over 2 years of experience in the finance industry.

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