COPPER FINANCIAL

COPPER FINANCIAL NETWORK, LLC

CRD 168203 · SEC 801-89168

Visit website

9777 RIDGE DRIVE, SUITE 360, LENEXA, KS, 66219, United States

Phone

913-905-3600

Fax

913-905-3601

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$410.7M

Discretionary AUM

$410.7M

Team

50 total employees; 44 advisory reps; 559 broker-dealer reps

Clients

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-15

Disciplinary history

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsFEES FROM THIRD-PARTY MANAGERS TO WHOM WE REFER BUSINESS

Client types

Type	Clients	AUM
Individuals	4135	$366.0M
High net worth individuals	30	$44.7M

States served

AZ, AR, CA, CO, DC, GA, IL, IA, KS, LA, MD, MA, MN, NE, NJ, NY, NC, OH, OK, OR, PA, SC, TN, VA, MO, WA, TX, CT, FL

All web addresses on file

https://www.linkedin.com/company/copper-financial
https://cu.financial
HTTPS://WWW.COMMUNITYAMERICA.COM/FINANCIAL-PLANNING
https://www.facebook.com/SpecialNeedsPlanningCenter

Official SEC filing: View on IAPD