Unclaimed Profile

Michael Patrick Haggerty

COPPER FINANCIAL NETWORK, LLC·LENEXA, Kansas

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 99TOCFP27 years registeredCOPPER FINANCIAL NETWORK, LLC

9777 RIDGE DRIVE, SUITE 360, LENEXA, KS 66219CRD# 3172920Firm CRD# 168203

Profile Verification

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

Identity

Michael Patrick Haggerty · LENEXA, KS

Registration

CRD #3172920 · COPPER FINANCIAL NETWORK, LLC · 27 years registered

Brand Profile

Not yet started

Career History

COPPER FINANCIAL

Apr 2014 – present

CUSO FINANCIAL SERVICES, L.P.

Mar 2003 – May 2014

LENEXA, KS

SALOMON SMITH BARNEY INC.

Mar 1999 – Feb 2003

ST. LOUIS, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · March 25, 1999

Years registered · 27

Professional designation · CFP

Disclosure History

2003Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Michael Patrick Haggerty offer?

Michael Patrick Haggerty specializes in Financial Planning, Investment Management. Contact their office in LENEXA, Kansas for a consultation.

What are Michael Patrick Haggerty's credentials?

Michael Patrick Haggerty holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Patrick Haggerty located?

Michael Patrick Haggerty 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 Patrick Haggerty charge for services?

Michael Patrick Haggerty'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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