Jordan Rehagen is a CFP, ChFC-designated registered investment advisor at Copper Financial, based in Lenexa, KS, with 3 years of industry experience. Jordan 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
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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
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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.
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Current Registrations
Copper Financial
Copper Financial
Copper FinancialBroker
State Registrations10 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.
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