COPPER FINANCIAL of LENEXA, KS is an SEC-registered investment adviser (CRD 168203). Regulatory assets under management: $410.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities, Other.
| 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 | — |