Unclaimed Profile

Lynda Krantz Elley

COPPERWYND FINANCIAL, LLC·SCOTTSDALE, Arizona

Series 7, Series 66Clean record22 years registeredCOPPERWYND FINANCIAL, LLC

14256 N. NORTHSIGHT BLVD., SCOTTSDALE, AZ 85260CRD# 4735649Firm CRD# 143442

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lynda Krantz Elley · SCOTTSDALE, AZ

Registration

CRD #4735649 · COPPERWYND FINANCIAL, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COPPERWYND FINANCIAL, LLC

COPPERWYND FINANCIAL

Apr 2007 – Jun 2023

SCOTTSDALE, AZ

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Apr 2005 – Jul 2008

SCOTTSDALE, AZ

COMMONWEALTH FINANCIAL NETWORK

Jan 2005 – Mar 2005

PHOENIX, AZ

WALNUT STREET SECURITIES, INC.

Feb 2004 – Jan 2005

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · February 19, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COPPERWYND FINANCIAL, LLC

CRD 143442 · SEC 801-67763

AUM

$531M

Regulatory assets under management

Employees

1,938 client accounts

Services offered by COPPERWYND FINANCIAL, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at COPPERWYND FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Lynda Krantz Elley offer?

Lynda Krantz Elley specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Lynda Krantz Elley's credentials?

Lynda Krantz Elley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lynda Krantz Elley located?

Lynda Krantz Elley is based in SCOTTSDALE, Arizona, last registered with COPPERWYND FINANCIAL, LLC.

How does Lynda Krantz Elley charge for services?

Lynda Krantz Elley's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COPPERWYND FINANCIAL, LLC?

COPPERWYND FINANCIAL, LLC has approximately 9 employees and manages $531M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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