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 41 - 43 of 43 top financial advisors.
41
Robert Werner, financial advisor Lees Summit MO
Robert C. Werner
CRD#: 3042861
825 Ne Rice Road, Lees Summit, MO 64086

Robert Werner (CRD# 3042861) is an Investment Advisor Representative working at Copper Financial in Lees Summit, MO and has 1 year of experience in the finance industry.

42
Tyler White, financial advisor Lenexa KS
Tyler D. White
CRD#: 7756280
9777 Ridge Drive, Lenexa, KS 66219

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.

43
Joseph Yates, financial advisor Kansas City MO
Joseph T. Yates
CRD#: 6281759
9060 Nw Skyview Avenue, Kansas City, MO 64154

Joseph Yates (CRD# 6281759) is an Investment Advisor Representative working at Copper Financial in Kansas City, MO and has over 8 years 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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