Areas of Practice
Investment Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
IM Fee
Planning only
Assets Under Management
$3.2B
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
10975 Benson Drive, Corporate Woods, Bldg. 12, Ste. 560, Overland Park, KS, 66210
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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.
Learn about disclosures →Other Business Activities
Stephanie is the owner and photographer for OmorfiPixel Photography since 2009. She dedicates a few hours per week to this non-investment related business.
Employment History
Current Registrations
Two West Capital Advisors LLC
September 2022 - Present · 3 yrs 6 mos
Previous Registrations
Copper Financial
August 2019 - September 2022 · 3 yrs 1 mo
Copper FinancialBroker
June 2019 - September 2022 · 3 yrs 3 mos
State Registrations1 state
KS
Advisor
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.