Jordan Rehagen (CRD# 7686081) is an Investment Advisor Representative working at Copper Financial in Overland Park, KS and has 1 year of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Copper Financial Network, LLC | Lenexa, KS | Jan 2023 - Current | 1 |
| Comparion Insurance Agency, A Liberty Mutual Company | Deerfield, IL | Apr 2022 - Dec 2022 | < 1 |
| Liberty Mutual Insurance Company | Deerfield, IL | Jul 2021 - Apr 2022 | < 1 |
| Assurity Life Insurance Company | Lincoln, NE | May 2019 - Jun 2021 | 2 |
| University Of Nebraska - Lincoln | Lincoln, NE | Aug 2017 - Dec 2020 | 3 |
| Old Chicago | Olathe, KS | May 2016 - Aug 2017 | 1 |
| Middle School & High School | Olathe, KS | Jan 2013 - May 2017 | 4 |
| Cracker Barrel | Olathe, KS | May 2015 - Dec 2015 | < 1 |
| Prairie Life Fitness | Olathe, KS | Jan 2014 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- KS
- TX
-
Total Assets Under Management306MILLIONS
-
Total Number of Accounts2,791ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.