# COPPER FINANCIAL NETWORK, LLC

COPPER FINANCIAL NETWORK, LLC of LENEXA, KS is an SEC-registered investment adviser.

## Registration

- CRD: 168203
- Type: SEC-registered investment adviser
- SEC file number: 801-89168
- Location: 9777 RIDGE DRIVE, SUITE 360, LENEXA, KS, 66219
- Phone: 913-905-3600
- Latest filing: 2026-06-15
- Regulatory AUM: $410.7M
- Discretionary AUM: $410.7M
- Clients: 50
- Accounts: 4,987

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (22)

| Name | Role | Location |
| --- | --- | --- |
| Michael Patrick | ELECTED MANAGER | New York, NY |
| Michael Patrick Haggerty | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Lisa Ginter | ELECTED MANAGER | — |
| Timothy Rice Saracini | ELECTED MANAGER | — |
| Lisa Roselle Ginter | ELECTED MANAGER | — |
| Michael Alan Patrick | ELECTED MANAGER | — |
| Stephen Dale Kropp | ELECTED MANAGER | — |
| Michael James Dehner | FINANCIAL OPERATIONS PRINCIPAL | — |
| Tracy Christian | ELECTED MANAGER | — |
| ROESKE SHARON LEE | FINOP / CHIEF FINANCIAL OFFICER | — |
| PATRICK DENNIS MICHAEL | ELECTED MANAGER | — |
| HAGGERTY MICHAEL PATRICK | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER; PRESIDENT, ELECTED MANAGER (+1 more) | — |
| STEITZ JUSTIN ROBERT | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER / FINOP; CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER (+2 more) | — |
| DANFORTH FREDERIC WAYNE | ELECTED MANAGER | — |
| GIBBS MARK | ELECTED MANAGER | — |
| GINTER LISA | ELECTED MANAGER | — |
| SARACINI TIMOTHY RICE | ELECTED MANAGER | — |
| GINTER LISA ROSELLE | ELECTED MANAGER | — |
| PATRICK MICHAEL ALAN | ELECTED MANAGER | — |
| KROPP STEPHEN DALE | ELECTED MANAGER | — |
| DEHNER MICHAEL JAMES | FINANCIAL OPERATIONS PRINCIPAL | — |
| CHRISTIAN TRACY | ELECTED MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168203/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168203/similar
- Related entities: https://search.stillhousedata.com/firm/168203/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168203

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.