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CFP
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CFP

Jason Seehusen

Copper Financial
19 Years of Experience
Independence, MO
Broker
View SEC Summary
View SEC Summary

Jason Seehusen is a CFP-designated registered investment advisor at Copper Financial, based in Independence, MO, with 19 years of industry experience. Jason 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

3100 South 291 Highway, Independence, MO, 64057

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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

Jason works as an independent contractor and sports referee since 2019, refereeing high school football, basketball, and women's college basketball. This activity takes about 10% of his time.

Employment History
Current Registrations
Copper Financial
January 2018 - Present · 8 yrs 9 mos
Copper Financial
December 2017 - Present · 8 yrs 10 mos
Copper FinancialBroker
December 2017 - Present · 8 yrs 10 mos
Previous Registrations
Sammons Financial Network, LLCBroker
December 2012 - October 2017 · 4 yrs 10 mos
Ing Financial Advisers, LLCBroker
August 2010 - December 2010 · 4 mos
Ing Financial Partners, INC.Broker
June 2010 - December 2012 · 2 yrs 6 mos
Directed Services LLCBroker
November 2007 - June 2010 · 2 yrs 7 mos
Waddell & Reed, INC.
December 2006 - November 2007 · 11 mos
Waddell & Reed, INC.Broker
October 2006 - November 2007 · 1 yr 1 mo
State Registrations21 states
ARAZCACOFLGAHIIAILINKSMIMONENJNYOHOKORSDTX
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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