Advisor at Copper Financial
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Firm
Copper Financial
Location
Kansas City, MO 64108
Credentials
Series 63, Series 65
Industry experience
20 years
Jeffrey Vineyard is a financial advisor at Copper Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Copper Financial Network LLC since 2014. Outside of his advisory role, he is a member of Treehouse Capital, LLC, a real estate investment entity. Copper Financial primarily serves credit union members and a range of individual and institutional clients, offering financial planning, discretionary portfolio management through approved third-party managers, an in-house wrap fee asset allocation program, and brokerage and insurance products. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, with a distinctive structure linked to its parent organization, CommunityAmerica Credit Union.
Based on Copper Financial
Based on Copper Financial
In limited situations, financial plans may be prepared for a flat fee; maximum financial planning fee $5,000.
Brokerage commissions apply to brokerage services; specific amounts not stated in brochure.
Financial planning fees generally $250 per hour, negotiable.
Fee-only: Financial planning fees generally $250 per hour, negotiable; maximum fee $5,000 per financial plan; may offer reduced or no charge in some cases.
1811 Walnut Street
Kansas City, MO 64108
Missouri · Texas
Copper Financial Network LLC
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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