Copper Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$346,070,238
Total clients
3,411
1% high-net worth
Total advisors
41
of 50 employees
Firm size
Multi Team
Average clients per advisor
83
Average account size
$101,457
Client services
Fee options
Financial planning may be offered for a flat fee in certain limited situations.
Advisors receive commissions on brokerage products; amount varies by investment recommended.
Financial planning generally at $250 per hour, negotiable.
Minimum fee: Maximum fee for financial planning is $5,000.00; financial planning charged at $250 per hour, negotiable.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Copper Financial
9777 Ridge Drive, Suite 360
Lenexa KS 66219, United States
Number of offices
29
Quick links
Advisors at this firm
Matthew F
Series 66
Leawood, KS
Copper Financial
Scott A
CFP®, ChFC®, Series 63, Series 66
Leawood, KS
Copper Financial
Alyssa A
Series 66
Lenexa, KS
Copper Financial
Kevin H
Series 63, Series 66
Lenexa, KS
Copper Financial
Tysyn H
Series 66
Shawnee, KS
Copper Financial
Taylor A
Series 63, Series 65
Kansas City, MO
Copper Financial
Lalitkumar D
Series 66
Lenexa, KS
Copper Financial
Albert J
Series 66
Zachary, LA
Copper Financial
Joshua P
Series 66
St Louis, MO
Copper Financial
Jackson S
Series 66
Lenexa, KS
Copper Financial
Ian C
Series 63, Series 66
Lenexa, KS
Copper Financial
Joan B
Series 66
Lenexa, KS
Copper Financial
Todd S
CFP®, Series 66
Lenexa, KS
Copper Financial
Michael H
CFP®, Series 63, Series 65
Lenexa, KS
Copper Financial
Machoura A
Series 63, Series 66
Lenexa, KS
Copper Financial
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