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President, Chief Compliance Officer, Elected Manager · Copper Financial

Michael Patrick Haggerty

CRD 3172920 · 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 Michael Patrick Haggerty on its Form ADV as President, Chief Compliance Officer, Elected Manager, a control person.

Firms and roles

  • Copper FinancialPresident, Chief Compliance Officer, Elected ManagerBroker-dealer firm · Lenexa, KS · $411M in regulatory assets

AtlasMembers

Michael’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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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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 Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.