Joan Bellows is a registered investment advisor at Copper Financial, based in Lenexa, KS, with 23 years of industry experience. Joan 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.
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
Get directionsHistory
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 →Employment History
Current Registrations
Copper FinancialBroker
Copper Financial
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations2 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.
Exams
More Advisors
- Jordan Rehagen, CFP, ChFCCopper Financial
- Michael Haggerty, CFPCopper Financial
- Nicole BartelCopper Financial
- Talia Calhoun, CFPSunnybranch Wealth LLC
- Tanner Garrett, CFPFamily Investment Center
- Dewayne Ovard, CFPEdward Jones