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Financial ADVSR advisor directory · SEC adviser records

Copper Financial financial advisors in Kansas City, MO

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

The short answer

7 registered advisors work at Copper Financial in Kansas City, out of 36 at the firm nationwide; it ranks number 18 in the city by advisors. 2 list the CFP designation and 7 are also registered broker representatives.

Copper Financial advisors in Kansas City, 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

Lenexa, KS 16New York, NY 5Blue Springs, MO 1Des Peres, MO 1Grandview, MO 1Independence, MO 1Leawood, KS 1Lee's Summit, MO 1Pleasant Valley, MO 1St Louis, MO 1

Other firms in Kansas City

All Kansas City advisors →

Modern Wealth Management, LLC 69Morgan Stanley 50Merrill Lynch, Pierce, Fenner & Smith Incorporated 43Edward Jones 33American Century Investments Private Client Group, Inc. 32LPL Financial LLC 30UBS Financial Services Inc. 26Prairie Capital Management Group, LLC 19Stifel, Nicolaus & Company, Incorporated 14Osaic Wealth, Inc. 12Raymond James Financial Services Advisors, Inc. 11Umb Financial Services, Inc. 9

Questions

How many financial advisors does Copper Financial have in Kansas City?

7 investment adviser representatives are registered at Copper Financial offices in Kansas City, Missouri, according to the SEC's Investment Adviser Public Disclosure records, out of 36 nationwide. 2 list the CFP designation and 7 are also registered as broker representatives.

Is Copper Financial one of the largest advisor employers in Kansas City?

Copper Financial ranks number 18 in Kansas City by registered advisors; Modern Wealth Management, LLC has the most, with 69.

How do I check a Copper Financial advisor in Kansas City?

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.