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Justin Robert Steitz

COPPER FINANCIAL NETWORK, LLC·LENEXA, Kansas
Unclaimed Profile
9777 RIDGE DRIVE, SUITE 360, LENEXA, KS 66219CRD# 5789797Firm CRD# 168203
01

About

Justin Robert Steitz is a registered financial advisor based in LENEXA, Kansas, affiliated with COPPER FINANCIAL NETWORK, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
COPPER FINANCIAL NETWORK, LLC
COPPER FINANCIAL
AUM
$306M
Regulatory assets under management
Employees
56
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5789797
Firm CRD# 168203
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Justin Robert Steitz offer?
Justin Robert Steitz specializes in Financial Planning, Investment Management. Contact their office in LENEXA, Kansas for a consultation.
What are Justin Robert Steitz's credentials?
Justin Robert Steitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Justin Robert Steitz located?
Justin Robert Steitz is based in LENEXA, Kansas, working with COPPER FINANCIAL NETWORK, LLC. Their office serves clients in the LENEXA metropolitan area and surrounding communities.
How does Justin Robert Steitz charge for services?
Justin Robert Steitz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COPPER FINANCIAL NETWORK, LLC?
COPPER FINANCIAL NETWORK, LLC has approximately 56 employees and manages $306M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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