Copper Financial

Copper Financial (CRD# 168203) is a financial advisory firm headquartered in Lenexa, KS. They manage $306,448,486 in 2,791 accounts and serve the financial needs of clients across 28 states (or territories).

Current Firm Details
9777 Ridge Drive, Suite 360, Lenexa, KS 66219
https://www.facebook.com/specialneedsplanningcenter
By the Numbers
  • Total Assets Under Management
    306
    MILLION
  • Total Number of Accounts
    2,791
    ACCOUNTS
  • Average Account Value
    $109,799
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Copper Financial
Showing 21 - 30 of 43 top financial advisors.
21
Jeffrey Vineyard, financial advisor Kansas City MO
Jeffrey S. Vineyard
CRD#: 4974791
1251 Nw Briarcliff Parkway, Suite 95, Kansas City, MO 64116

Jeffrey Vineyard (CRD# 4974791) is an Investment Advisor Representative working at Copper Financial in Kansas City, MO and has over 18 years of experience in the finance industry.

22
Daniel Wilkes, financial advisor Kansas City MO
Daniel T. Wilkes
CRD#: 6997013
5400 Ne Antioch Road, Kansas City, MO 64119

Daniel Wilkes (CRD# 6997013) is an Investment Advisor Representative working at Copper Financial in Kansas City, MO and has over 5 years of experience in the finance industry.

23
Jake Wu, financial advisor New York NY
Jake C. Wu
CRD#: 5805528
Two Un Plaza, 3rd Floor, (e. 44th Street, Between 1st And 2nd Avenue), New York, NY 10017

Jake Wu (CRD# 5805528) is an Investment Advisor Representative working at Copper Financial in New York, NY and has over 12 years of experience in the finance industry.

24
Andre Yoskowitz, financial advisor New York NY
Andre M. Yoskowitz
CRD#: 5779617
Two Un Plaza, 3rd Floor, (e. 44th Street, Between 1st And 2nd Avenue), New York, NY 10017

Andre Yoskowitz (CRD# 5779617) is an Investment Advisor Representative working at Copper Financial in New York, NY and has over 13 years of experience in the finance industry.

25
Ronald Yount, financial advisor Kansas City MO
Ronald L. Yount
CRD#: 4815981
8450 Ne Flintlock Road, Kansas City, MO 64157

Ronald Yount (CRD# 4815981) is an Investment Advisor Representative working at Copper Financial in Kansas City, MO and has over 19 years of experience in the finance industry.

26
Alyssa Akers, financial advisor Lenexa KS
Alyssa N. Akers
CRD#: 5437420
9777 Ridge Dr., Suite 360, Lenexa, KS 66219

Alyssa Akers (CRD# 5437420) is an Investment Advisor Representative working at Copper Financial in Lenexa, KS and has 1 year of experience in the finance industry.

27
Machoura Akmalkhodjaeva, financial advisor New York NY
Machoura Akmalkhodjaeva
CRD#: 6419187
Two Un Plaza, 3rd Floor, (e. 44th Street, Between 1st And 2nd Avenue), New York, NY 10017

Machoura Akmalkhodjaeva (CRD# 6419187) is an Investment Advisor Representative working at Copper Financial in New York, NY and has over 9 years of experience in the finance industry.

28
Nicole Bartel, financial advisor Lenexa KS
Nicole A. Bartel
CRD#: 4451988
9777 Ridge Drive, Lenexa, KS 66219

Nicole Bartel (CRD# 4451988) is an Investment Advisor Representative working at Copper Financial in Lenexa, KS and has over 6 years of experience in the finance industry.

29
Chase Dalton, financial advisor Kansas City MO
Chase C. Dalton
CRD#: 7493251
1251 Nw Briarcliff Parkway, Suite 95, Kansas City, MO 64116

Chase Dalton (CRD# 7493251) is an Investment Advisor Representative working at Copper Financial in Kansas City, MO and has 1 year of experience in the finance industry.

30
Lalitkumar Dhande, financial advisor Lenexa KS
Lalitkumar K. Dhande
CRD#: 2474689
9777 Ridge Dr., Suite 360, Lenexa, KS 66219

Lalitkumar Dhande (CRD# 2474689) is an Investment Advisor Representative working at Copper Financial in Lenexa, KS and has over 6 years of experience in the finance industry.

PREV ... 1 2 3 4 5 ... Next

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals