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.
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, LLC | Lenexa, KS | Jan 2024 - Current | < 1 |
Ameriprise Financial Services, LLC | Oklahoma City, OK | Nov 2022 - Jan 2024 | 1 |
Lpl Financial LLC | Oklahoma City, OK | May 2022 - Nov 2022 | < 1 |
Cuna Brokerage Services, Inc. | Waverly, IA | Aug 2020 - May 2022 | 1 |
Cuna Mutual Group | Waverly, IA | Aug 2020 - May 2022 | 1 |
Jpmorgan Chase Bank, N.a. | Edmond, OK | Aug 2019 - Aug 2020 | 1 |
J.p. Morgan Securities LLC | Edmond, OK | Aug 2019 - Aug 2020 | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oklahoma City, OK | Jul 2016 - Jul 2019 | 3 |
Bank Of America, N.a. | Oklahoma City, OK | Jul 2016 - Jul 2019 | 3 |
Hd Vest Investment Services | Stillwater, OK | Jul 2013 - Aug 2016 | 3 |
Danny Cochran Certified Financial Planner And Cpa | Stillwater, OK | Nov 2013 - Jul 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
S63 | Uniform Securities State Law Examination | Mar 2014 |
- OK
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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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