Unclaimed Profile

Justin Robert Steitz

COPPER FINANCIAL NETWORK, LLC·LENEXA, Kansas

SIE, Series 14, Series 24, Series 28, Series 52TO, Series 53, Series 66, Series 99TOClean record12 years registeredCOPPER FINANCIAL NETWORK, LLC

9777 RIDGE DRIVE, SUITE 360, LENEXA, KS 66219CRD# 5789797Firm CRD# 168203

Profile Verification

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

Identity

Justin Robert Steitz · LENEXA, KS

Registration

CRD #5789797 · COPPER FINANCIAL NETWORK, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COPPER FINANCIAL NETWORK, LLC

COPPER FINANCIAL

Jun 2014 – Sep 2024

LENEXA, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 14

Series 24

Series 28

Series 52TO

Series 53

Series 66

Series 99TO

Registration record

First registered · June 4, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COPPER FINANCIAL NETWORK, LLC

CRD 168203 · SEC 801-89168

AUM

$306M

Regulatory assets under management

Employees

2,791 client accounts

Services offered by COPPER FINANCIAL NETWORK, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at COPPER FINANCIAL NETWORK, LLC →

Introduction

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Frequently Asked Questions

What services does Justin Robert Steitz offer?

Justin Robert Steitz specializes in Financial Planning, Investment Management.

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, last registered with COPPER FINANCIAL NETWORK, LLC.

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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