Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Copper Financial does not directly manage client investments. Instead, they connect you with third-party investment managers. These managers charge their own fees, up to a maximum of 2.5% of your portfolio annually. Copper Financial and your advisor receive a portion of this fee as compensation for the referral. These fees are negotiable. You will also incur additional fees charged by the custodian and other third parties.
Location
10601 Mission Road, Suite 100, Leawood, KS, 66206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Heath is a board member for Liberty Education Foundation and board secretary for Liberty Youth Football & Cheer, Inc. He also serves on the LPS 53 School District Audit & Finance Committee and is an agent for Crump Insurance Services, an insurance brokerage.
Employment History
Current Registrations
Copper Financial
Copper FinancialBroker
Copper Financial
Previous Registrations
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
New England Securities Corporation
New England SecuritiesBroker
State Registrations18 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.