Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Copper Financial financial advisors in Kansas

Every SEC-registered investment adviser representative at a Copper Financial office in Kansas, by city and A to Z.

16 registered advisors work at Copper Financial in Kansas, out of 36 nationwide; it's the firm's number 1 state by advisors, and the most are in Lenexa (14). 2 list the CFP designation and 16 are also registered broker representatives.

Copper Financial advisors by city in Kansas

Every firm in Kansas →

Lenexa 14Kansas City 1Leawood 1

Copper Financial advisors in Kansas, A to Z

Search by name →

Copper Financial advisors in every state →Copper Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →

Copper Financial in other states

Missouri 13New York 5

Questions

How many Copper Financial financial advisors are in Kansas?

16 investment adviser representatives are registered at Copper Financial offices in Kansas, according to the SEC's Investment Adviser Public Disclosure records, out of 36 at the firm nationwide. 2 list the CFP designation and 16 are also registered as broker representatives.

Where in Kansas does Copper Financial have the most advisors?

Lenexa, with 14, then Kansas City (1). Copper Financial has advisors in 3 cities in Kansas.

How do I check a Copper Financial advisor in Kansas?

Each advisor below 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. Advisors are listed at the city of the Copper Financial office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.