Robert Werner (CRD# 3042861) is an Investment Advisor Representative working at Copper Financial in Lenexa, KS and has 1 year of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 3222569
Cambridge Investment Research Advisors, Inc.
CRD# 1380183
Creative Planning
Company Name | Location | Dates | Years |
---|---|---|---|
Copper Financial Network | Lenexa, KS | Sep 2023 - Current | < 1 |
Communityamerica Credit Union | Lenexa, KS | Aug 2022 - Sep 2023 | 1 |
Dickinson Financial | Kansas City, MO | Apr 2017 - Aug 2022 | 5 |
Unemployed | Kansas City, MO | Mar 2017 - Apr 2017 | < 1 |
Country Club Bank | Kansas City, MO | Oct 2014 - Feb 2017 | 2 |
Great Western Bank | Shawnee, KS | Apr 2013 - Oct 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- KS
- MO
-
Total Assets Under Management306MILLIONS
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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
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