Copper Financial

Overview

Copper Financial is a Broker Dealer and registered investment adviser based in Lenexa, KS, registered since 2014. It reports $411M in assets under management across 4,987 accounts, with 50 employees. Its 44 registered representatives work across 20 branch offices in 5 states.

Reported AUM

$411M

Discretionary

100%

Accounts

4,987

Average account

$82.4K

Employees

50

Registered reps

44

Branch offices

20

Registered since

2014

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Corporate Bonds
• Insurance
• Investment Advisory Services
• Kiosk Activities - Bank
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Real Estate Syndiction
• Retirement/Pension Products
• Stock
• Time Deposits
• U.S Government Securities Broker
• 1 more

Executive officers 3 of 7

• Michael Patrick Haggerty President, Chief Compliance Officer, Elected Manager CRD 3172920
• Michael James Dehner Financial and Operations Principal CRD 7334680
• Lisa Roselle Ginter Elected Manager CRD 6482083

4 more executive officers, with direct contact details

Registered reps 3 of 44

• Scott Christopher Adams Registered Rep · Investment Adviser Rep CRD 2279746
• Taylor B Ahern Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5926523
• Alyssa Nicole Akers Registered Rep · Investment Adviser Rep CRD 5437420

41 more registered reps, with emails, phones and branch locations

Location

Headquarters

9777 Ridge Dr Ste 360
Lenexa, KS 66219

County

Johnson

Metro area

Kansas City, MO-KS

Region

Midwest

Branch offices

20 in 5 states, including Kansas City, MO, Des Peres, MO and Davis, CA

Registrations

• SEC registered, limited liability company formed in Missouri
• Registered in 52 jurisdictions
• Website: communityamerica.com/financial-planning

Every state, with registration dates

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