Brett
Rogers
Copper Financial
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About this Advisor
Brett Rogers is a financial advisor operating in Overland Park, Kansas with 8 years of industry experience. Rogers currently works for Copper Financial. Throughout their career, Rogers has worked at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC and Copper Financial Network LLC. Rogers has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Kansas. Copper Financial is a business based out of Lenexa, KS. It has offices in 28 locations and a total of 50 people on staff. It oversees $276 million in assets under management between its 2,406 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 2,406 accounts, just 1% belong to high-net-worth investors who have at least $1 million in assets available to invest. The business has a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. Fees for financial advisory services largely are based on which services the firm provides the client. However, fee types billed by Copper Financial most likely are comprised of any blend 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
Brett Rogers Work History
Brett has been registered as a financial advisor for 8 years.*
Copper Financial Network LLC
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services, LLC
*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 Brett Rogers 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
Kansas City, MO
Lenexa, KS
Leawood, KS
Leawood, KS
Lenexa, KS
Kansas City, MO
New York, NY
Kansas City, MO
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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