Dainan Swoope is a registered investment advisor at Copper Financial, based in Grandview, MO, with 3 years of industry experience. Dainan 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
11900 Blue Ridge Blvd., Grandview, MO, 64030
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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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Dainan assists in managing and running soccer training sessions as a coach since January 2023, and delivers statistics and analytics to teams since March 2024. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
Copper Financial
Copper Financial
Copper FinancialBroker
State Registrations17 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
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- Larry Langford, ChFCState Farm Investment Management CORP.