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Bradley Mauderer

Copper Financial
22 Years of Experience
Lenexa, KS
Broker
View SEC Summary
View SEC Summary

Bradley Mauderer is a registered investment advisor at Copper Financial, based in Lenexa, KS, with 22 years of industry experience. Bradley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 4,165 clients with $410M in assets under management.

Copper Financial
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
4,165 clients
Average Client Portfolio
$99K average
Assets Under Management
$410.7M

Fee Structure

Investment management only (planning not offered)

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.

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Location

9777 Ridge Dr., Suite 360, Lenexa, KS, 66219

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Bradley is the organizer of Love Life. Be Life. Share Life. LLC, which was created to sell a book written by his spouse. He dedicates minimal time to this activity.

Employment History
Current Registrations
Copper Financial
April 2018 - Present · 8 yrs 6 mos
Copper FinancialBroker
April 2018 - Present · 8 yrs 6 mos
Previous Registrations
Waddell & Reed
November 2016 - April 2018 · 1 yr 5 mos
Waddell & ReedBroker
November 2016 - April 2018 · 1 yr 5 mos
Vsr Advisory Services
June 2005 - November 2016 · 11 yrs 5 mos
Vsr Financial Services, INC.Broker
November 2003 - November 2016 · 13 yrs
State Registrations14 states
AZCACOFLILKSLAMONJNYOKPATXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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