George
Hart
Copper Financial
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About this Advisor
George Hart is a financial advisor based in Lenexa, Kansas, working with Copper Financial. George has previously held positions at Samco Capital Markets, Inc, Shamrock Trading Co, Dst Systems, University Of Kansas, Indian Hills Country Club, Waterway Car Wash, The New Dime Store, Rockhurst High School, and Copper Financial Network LLC. George has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Kansas and Missouri. Currently, George is part of Copper Financial, which operates out of Lenexa, 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
George Hart Work History
Copper Financial Network LLC
Samco Capital Markets, Inc
Shamrock Trading Co
Dst Systems
University Of Kansas
Indian Hills Country Club
Waterway Car Wash
The New Dime Store
Rockhurst High School
Disclosures
Please visit the SEC profile of George Hart 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
New York, NY
Kansas City, MO
Lenexa, KS
Kansas City, MO
Los Angeles, CA
Kansas City, MO
Leawood, 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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