Michael Haggerty is a CFP-designated registered investment advisor at Copper Financial, based in Lenexa, KS, with 27 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 3,412 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Copper Financial does not directly manage your investments. Instead, they connect you with third-party investment managers. These managers will charge their own fees, with a maximum annual fee of 2.5% of the assets they manage for you. Copper Financial and your advisor receive a portion of the manager's fee as compensation for the referral. This portion is negotiable.
Location
9777 Ridge Drive, Lenexa, KS, 66219
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Regulatory History (1)
Customer Dispute
December 2003Other Business Activities
Michael is involved in several investment-related activities, including being a board member for Directed Account Plan (DAP Retirement) and NACUSO, president of CommunityAmerica CUSO One, and on the board of directors for TruHome Solutions. He also serves as COO for CommunityAmerica Credit Union and a board member for the Boys and Girls Club of Greater KC.
Employment History
Current Registrations
Copper Financial
Copper FinancialBroker
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Salomon Smith Barney INC.
Salomon Smith Barney INC.Broker
State Registrations51 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.