Financial ADVSR advisor directory · SEC adviser records
Copper Financial financial advisors
Every SEC-registered investment adviser representative at Copper Financial, by the state and city of the office they work from.
38 registered advisors work at Copper Financial, in 3 states and 11 cities; the most are in Lenexa, KS (17). 0 list the CFP designation and 38 are also registered broker representatives.
Search every Copper Financial advisor by name →Copper Financial: assets, clients and custodians →
Cities with the most Copper Financial advisors
Lenexa, KS 17Kansas City, MO 7New York, NY 5Leawood, KS 2Blue Springs, MO 1Des Peres, MO 1Grandview, MO 1Independence, MO 1Lee's Summit, MO 1Pleasant Valley, MO 1St Louis, MO 1
Copper Financial advisors by state
Questions
How many financial advisors does Copper Financial have?
38 investment adviser representatives are registered with Copper Financial, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 11 cities. 0 list the CFP designation and 38 are also registered as broker representatives.
Where does Copper Financial have the most advisors?
Lenexa, KS, with 17 registered advisors, then Kansas City, MO (7). By state, Kansas has the most, with 19.
How do I find a Copper Financial financial advisor near me?
Pick your state below, then your city, to see every Copper Financial advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Copper Financial offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →