Caleb
Padgett
Copper Financial
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About this Advisor
Caleb Padgett is a financial advisor based in Shawnee, Kansas, working with Copper Financial. Caleb has previously held positions at Commerce Bank, Emprise Bank, Crawford County Mental Health, Hibbett Sports, Commerce Brokerage Services Inc, and Copper Financial Network, LLC. Caleb has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kansas. Currently, Caleb is part of Copper Financial, which operates out of Shawnee, Kansas. The firm has 29 offices and 56 employees. The firm manages assets totaling $306.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars, and other services. The fee structure at Copper Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Copper Financial Brokerage Details
$306,448,486
56
2,791
$109,799
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- Other
Caleb Padgett Work History
Copper Financial Network, LLC
Commerce Brokerage Services Inc
Commerce Bank
Emprise Bank
Crawford County Mental Health
Hibbett Sports
Disclosures
Please visit the SEC profile of Caleb Padgett 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
Lenexa, KS
Kansas City, MO
New York, NY
Kansas City, MO
Los Angeles, CA
Lenexa, KS
Lenexa, KS
Lenexa, KS
The content in this profile was updated by SmartAsset on 6/19/2024. 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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