Joseph Kraemer is a registered investment advisor at Copper Financial, based in Blue Springs, MO, with 12 years of industry experience. Joseph 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
1800 NW South Outer Road, Blue Springs, MO, 64015
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 →Other Business Activities
Joseph is an event planner for The Jake Cavanaugh Foundation, a non-profit raising money for families with children diagnosed with cancer, dedicating a few hours per week. He is also a board member of Farnan Spirituality Center, spending minimal time on this activity.
Employment History
Current Registrations
Copper Financial
Copper Financial
Copper FinancialBroker
State Registrations6 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
- Rebecca Knepper, ChFCEdward Jones
- Gregory Guemmer, CFPLPL Financial LLC
- Nicholas Mortallaro, ChFCState Farm Investment Management CORP.
- Christopher Madden, ChFCEdward Jones
- Michael Rowe, CFPEdward Jones
- Robert Burns, ChFCRobert G Burns LLC