Copper Financial

Firm record

As recorded in SEC IAPD

Firm CRD

168203

SEC number

801-89168

Firm type

RIA

Assets under management

$410.7M as of Jun 15, 2026

Website

www.linkedin.com/company/copper-financial ↗

Phone

913-905-3600

Address

9777 Ridge Drive, Suite 360, Lenexa, KS, 66219

Advisors at this firm

41 in our index · page 1 of 1

• Scott Christopher AdamsCRD 2279746 · Leawood, KS
  IA RegisteredBroker
• Taylor Brianne AhernCRD 5926523 · Kansas City, MO
  IA RegisteredBroker
• Alyssa Nicole AkersCRD 5437420 · Lenexa, KS
  IA RegisteredBroker
• Salvatore Charles ArnoneCRD 6194703 · Kansas City, MO
  IA RegisteredBroker
• Machoura AkmalkhodjaevaCRD 6419187 · New York, NY
  IA RegisteredBroker
• Joan Elizabeth BellowsCRD 4646122 · Lenexa, KS
  IA RegisteredBroker
• Heath Tyler BurchCRD 4218865 · Leawood, KS
  IA RegisteredBroker
• Nicole Anne BartelCRD 4451988 · Lenexa, KS
  IA RegisteredBroker
  Disclosure event(s) on record
• Rance Jay CarlsonCRD 5110433 · Kansas City, MO
  IA RegisteredBroker
  Disclosure event(s) on record
• Ian Stuart ColeCRD 5181826 · New York, NY
  IA RegisteredBroker
• Drew P CasonCRD 7943706 · Leawood, KS
  IA RegisteredBroker
• Lalitkumar K DhandeCRD 2474689 · Lenexa, KS
  IA RegisteredBroker
• Amy Irene DollCRD 4131406 · Lenexa, KS
  Broker
• Michael James DehnerCRD 7334680 · Lenexa, KS
  Broker
• Joshua Daniel EdensCRD 6785804 · Lenexa, KS
  IA RegisteredBroker
• Rachel Marie FeldkampCRD 5126213 · Lenexa, KS
  IA RegisteredBroker
• Matthew Philip FitzgeraldCRD 5936413 · Leawood, KS
  IA RegisteredBroker
• Michael Patrick HaggertyCRD 3172920 · Lenexa, KS
  IA RegisteredBroker
  Disclosure event(s) on record
• Kevin David HarperCRD 5961774 · Davis, CA
  IA RegisteredBroker
• Seth Izak HofstetterCRD 6274108 · New York, NY
  IA RegisteredBroker
• Tysyn HartmanCRD 6555221 · Kansas City, MO
  IA RegisteredBroker
• Albert Maurice JudsonCRD 6793746 · Zachary, LA
  IA RegisteredBroker
• John Douglas JamesCRD 5408754 · Des Peres, MO
  IA RegisteredBroker
• Joseph David KraemerCRD 6349335 · Blue Springs, MO
  IA RegisteredBroker
• Kelly Dawn LambertCRD 5147323 · Lenexa, KS
  IA RegisteredBroker
• Bradley Justin MaudererCRD 4409179 · Lenexa, KS
  IA RegisteredBroker
• Jamie Ranee MillsapCRD 2809442 · Pleasant Valley, MO
  Broker
• Joshua David PackmanCRD 6207007 · St Louis, MO
  IA RegisteredBroker
• Caleb Allen PadgettCRD 6785519 · Olathe, KS
  IA RegisteredBroker
• Jordan Nicole RehagenCRD 7686081 · Overland Park, KS
  IA RegisteredBroker
• Todd Christopher SalzmanCRD 5870282 · Leawood, KS
  IA RegisteredBroker
  Disclosure event(s) on record
• Jason Eric SeehusenCRD 5142542 · Independence, MO
  IA RegisteredBroker
• Amanda J SpearCRD 6382437 · Lenexa, KS
  IA RegisteredBroker
• Dainan James SwoopeCRD 7702126 · Kansas City, MO
  IA RegisteredBroker
• Jeffrey Stuart VineyardCRD 4974791 · Kansas City, MO
  IA RegisteredBroker
  Disclosure event(s) on record
• Suzanne E WallaceCRD 7072324 · Pleasant Valley, MO
  IA RegisteredBroker
• Tyler Dean WhiteCRD 7756280 · Lenexa, KS
  IA RegisteredBroker
• Jake Christopher WuCRD 5805528 · New York, NY
  IA RegisteredBroker
• Ronald Lee YountCRD 4815981 · Kansas City, MO
  IA RegisteredBroker
  Disclosure event(s) on record
• Joseph T YatesCRD 6281759 · Kansas City, MO
  IA RegisteredBroker
• Andre Maurice YoskowitzCRD 5779617 · New York, NY
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.