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Elected Manager · Copper Financial

Lisa Roselle Ginter

CRD 6482083 · Named on Form ADV at one SEC-registered adviser

At a glance

Copper Financial, an SEC-registered broker-dealer firm based in Lenexa, KS with $411 million in regulatory assets, lists Lisa Roselle Ginter on its Form ADV as Elected Manager.

Firms and roles

  • Copper FinancialElected ManagerBroker-dealer firm · Lenexa, KS · $411M in regulatory assets

AtlasMembers

Lisa’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lisa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.