Alyssa
Akers
Copper Financial
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About this Advisor
Alyssa Akers is a financial advisor based out of Lenexa, Kansas, with 1 year of industry experience. Akers is currently employed by Copper Financial. Their career trajectory has included roles at Waddell & Reed, Inc, Ivy Funds Distributor Inc and Copper Financial Network LLC. Akers holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Kansas. Copper Financial is a company that has its headquarters in Lenexa, KS. It has offices in 28 locations and a total of 50 people on staff. It administers $276 million in assets between its 2,406 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 2,406 accounts, just 1% are held by high-net-worth clients who have more than $1 million in assets. The business provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. Financial management fees are based on which services the firm provides the client. However, fees charged by Copper Financial most likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Copper Financial Brokerage Details
$275,772,959
50
2,406
$114,619
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- Other
Alyssa Akers Work History
Alyssa has been registered as a financial advisor for 1 years.*
Copper Financial Network LLC
Waddell & Reed, Inc
Ivy Funds Distributor Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alyssa Akers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Copper Financial
Leawood, KS
Kansas City, MO
Lenexa, KS
Leawood, KS
Lenexa, KS
Shawnee, KS
Los Angeles, CA
Lenexa, KS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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