COPPER FINANCIAL NETWORK, LLC

COPPER FINANCIAL
LENEXA, Kansas·11 registered advisors·CRD# 168203
SEC# 801-8916829913-905-3600
01

Firm Overview

AUM
$306M
Regulatory assets under management
Employees
56
Total firm employees
Advisors
11
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at COPPER FINANCIAL NETWORK, LLC

11 registered advisors
Frederic Wayne Danforth
LENEXA, Kansas
Justin Robert Steitz
LENEXA, Kansas
Lisa Roselle Ginter
LENEXA, Kansas
Mark Gibbs
LENEXA, Kansas
Michael Alan Patrick
LENEXA, Kansas
Michael James Dehner
LENEXA, Kansas
Michael Patrick Haggerty
LENEXA, Kansas
Sharon Lee Roeske
LENEXA, Kansas
Stephen Dale Kropp
LENEXA, Kansas
Timothy Rice Saracini
LENEXA, Kansas
Tracy Christian
LENEXA, Kansas
05

Office Locations

LENEXA, Kansas
11 advisors

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Data sourced from SEC Form ADV filings. COPPER FINANCIAL NETWORK, LLC (CRD# 168203) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.