Tyler White (CRD# 7756280) 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, LLC | Lenexa, KS | May 2023 - Current | 1 |
Communityamerica Credit Union | Lenexa, KS | Aug 2022 - May 2023 | < 1 |
Unemployed | Topeka, KS | Jun 2022 - Jul 2022 | < 1 |
Baker University | Baldwin City, KS | Aug 2018 - May 2022 | 3 |
Communityamerica Credit Union | Lenexa, KS | Jun 2021 - Aug 2021 | < 1 |
Topeka Premier Umpire Association | Topeka, KS | Jun 2018 - Aug 2019 | 1 |
Shawnee Heights High School | Tecumseh, KS | Aug 2014 - May 2018 | 3 |
Junior High | Tecumseh, KS | Jun 2013 - Aug 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- KS
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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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