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 31 - 40 of 43 top financial advisors.
31
Joshua Edens, financial advisor Lenexa KS
Joshua D. Edens
CRD#: 6785804
9777 Ridge Drive, Lenexa, KS 66219

Joshua Edens (CRD# 6785804) is an Investment Advisor Representative working at Copper Financial in Lenexa, KS and has over 6 years of experience in the finance industry.

32
Martha Freeman, financial advisor Pleasant Valley MO
Martha R. Freeman
CRD#: 4637655
8100 Ne Us Highway 69, Pleasant Valley, MO 64068

Martha Freeman (CRD# 4637655) is an Investment Advisor Representative working at Copper Financial in Pleasant Valley, MO and has over 20 years of experience in the finance industry.

33
George Hart, financial advisor Lenexa KS
George M. Hart
CRD#: 7324683
9777 Ridge Drive, Lenexa, KS 66219

George Hart (CRD# 7324683) is an Investment Advisor Representative working at Copper Financial in Lenexa, KS and has over 3 years of experience in the finance industry.

34
Lainie Henrich, financial advisor Leawood KS
Lainie P. Henrich
CRD#: 5962203
10601 Mission Road, Suite 100, Leawood, KS 66206

Lainie Henrich (CRD# 5962203) is an Investment Advisor Representative working at Copper Financial in Leawood, KS and has over 12 years of experience in the finance industry.

35
Seth Hofstetter, financial advisor Lenexa KS
Seth I. Hofstetter
CRD#: 6274108
9777 Ridge Drive, Lenexa, KS 66219

Seth Hofstetter (CRD# 6274108) is an Investment Advisor Representative working at Copper Financial in Lenexa, KS and has over 4 years of experience in the finance industry.

36
Caleb Padgett, financial advisor Grandview MO
Caleb A. Padgett
CRD#: 6785519
11900 Blue Ridge Blvd., Grandview, MO 64030

Caleb Padgett (CRD# 6785519) is an Investment Advisor Representative working at Copper Financial in Grandview, MO and has 1 year of experience in the finance industry.

37
Jordan Rehagen, financial advisor Lenexa KS
Jordan Rehagen
CRD#: 7686081
9777 Ridge Drive, Lenexa, KS 66219

Jordan Rehagen (CRD# 7686081) is an Investment Advisor Representative working at Copper Financial in Lenexa, KS and has 1 year of experience in the finance industry.

38
Siobhan Rudacille, financial advisor Leavenworth KS
Siobhan Rudacille
CRD#: 7283462
3426 S 4th St, Leavenworth, KS 66048

Siobhan Rudacille (CRD# 7283462) is an Investment Advisor Representative working at Copper Financial in Leavenworth, KS and has over 3 years of experience in the finance industry.

39
Logan Shearer, financial advisor Lenexa KS
Logan Shearer
CRD#: 7670903
9777 Ridge Drive, Lenexa, KS 66219

Logan Shearer (CRD# 7670903) is an Investment Advisor Representative working at Copper Financial in Lenexa, KS and has 1 year of experience in the finance industry.

40
Dainan Swoope, financial advisor Lenexa KS
Dainan J. Swoope
CRD#: 7702126
9777 Ridge Drive, Lenexa, KS 66219

Dainan Swoope (CRD# 7702126) is an Investment Advisor Representative working at Copper Financial in Lenexa, KS and has 1 year of experience in the finance industry.

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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.

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