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Financial ADVSR advisor directory · SEC adviser records

Copper Financial financial advisors in Lenexa, KS

Every SEC-registered investment adviser representative at a Copper Financial office in Lenexa, A to Z.

14 registered advisors work at Copper Financial in Lenexa, out of 36 at the firm nationwide; it ranks number 1 in the city by advisors. 1 list the CFP designation and 14 are also registered broker representatives.

Copper Financial advisors in Lenexa, A to Z

Every Copper Financial advisor →

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

Copper Financial advisors in other cities

Kansas City, MO 8New York, NY 5Lee's Summit, MO 2Des Peres, MO 1Kansas City, KS 1Leawood, KS 1Raymore, MO 1St Louis, MO 1Torrance, CA 1Zachary, LA 1

Other firms in Lenexa

All Lenexa advisors →

Edward Jones 9Ae Wealth Management, LLC 7Family Investment Center 5Modern Wealth Management, LLC 5Strategic Advisers LLC 5Dogwood Wealth Management, LLC 4State Farm Investment Management Corp. 4Cetera Investment Advisers LLC 3Raymond James Financial Services Advisors, Inc. 3

Questions

How many financial advisors does Copper Financial have in Lenexa?

14 investment adviser representatives are registered at Copper Financial offices in Lenexa, Kansas, according to the SEC's Investment Adviser Public Disclosure records, out of 36 nationwide. 1 list the CFP designation and 14 are also registered as broker representatives.

Is Copper Financial one of the largest advisor employers in Lenexa?

Copper Financial ranks number 1 in Lenexa by registered advisors, ahead of Edward Jones (9).

How do I check a Copper Financial advisor in Lenexa?

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. Weighing a move? Compare payouts by firm or value a recruiting offer.