COPPER FINANCIAL NETWORK, LLC

COPPER FINANCIAL
LENEXA, Kansas·5 registered advisors·CRD# 168203
SEC# 801-8916829913-905-3600
01

Firm Overview

AUM
$306M
Regulatory assets under management
Employees
56
Total firm employees
Advisors
5
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

5 registered advisors
Frederic Wayne Danforth
LENEXA, Kansas
Justin Robert Steitz
LENEXA, Kansas
Michael James Dehner
LENEXA, Kansas
CFA
Michael Patrick Haggerty
LENEXA, Kansas
CFP
Sharon Lee Roeske
LENEXA, Kansas
05

Office Locations

LENEXA, Kansas
5 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.