COPPER FINANCIAL

9777 Ridge Drive, Suite 360
Lenexa, Kansas 66219
Tel: 913-905-3600

About COPPER FINANCIAL

COPPER FINANCIAL, formally registered with the SEC as COPPER FINANCIAL. The firm was established in 04/30/2015. They have over 30 offices throughout the country.

COPPER FINANCIAL is a Lenexa, Kansas based Financial Planning firm with nearly $306,448,486 assets under management, offering retirement planning & investment advisory services to 2791 clients. The firm is staffed with 56 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168203
SEC#	801-89168
Assets Managed by Firm	$306,448,486
No. of Clients	2791
No. of Advisors	56

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops
Other (FEES FROM THIRD-PARTY MANAGERS TO WHOM WE REFER BUSINESS)

Firm Client Information

	No. of Clients	AUM
Firm Total	2791	$306,448,486
Individuals (other than high net worth individuals)	2259	$282,492,105
High net worth individuals	15	$23,742,720
Corporations or other businesses	1	$213,661

More Retirement Planning firms in Lenexa, Kansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CREATIVE PLANNING 5454 W. 110th Street Overland Park, KS, 66211	$217,399,324,981	269686	1428
ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$107,102,338,153	57121	550
MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$81,106,925,484	132567	1498
AE WEALTH MANAGEMENT, LLC 2950 Sw Mcclure Road, Suite B Topeka, KS, 66614	$27,082,623,332	277294	578
PRIME CAPITAL FINANCIAL 6201 College Blvd., Suite #150 Overland Park, KS, 66211	$24,362,866,552	30635	353

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