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Michael James Dehner

COPPER FINANCIAL NETWORK, LLC·LENEXA, Kansas
Series 27CFAClean recordCOPPER FINANCIAL NETWORK, LLC
9777 RIDGE DRIVE, SUITE 360, LENEXA, KS 66219CRD# 7334680Firm CRD# 168203

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael James Dehner · LENEXA, KS
Registration
CRD #7334680 · COPPER FINANCIAL NETWORK, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 27
Registration record
Professional designation · CFA
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
COPPER FINANCIAL NETWORK, LLC
CRD 168203 · SEC 801-89168
AUM
$306M
Regulatory assets under management
Employees
56
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
Introduction

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04

Frequently Asked Questions

What services does Michael James Dehner offer?
Michael James Dehner specializes in Financial Planning, Investment Management. Contact their office in LENEXA, Kansas for a consultation.
What are Michael James Dehner's credentials?
Michael James Dehner holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Michael James Dehner located?
Michael James Dehner 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 Michael James Dehner charge for services?
Michael James Dehner'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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