George
Hart
Copper Financial
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About this Advisor
George Hart is a financial advisor working out of Lenexa, Kansas. Hart is an advisor for Copper Financial. Their career trajectory has included roles at Samco Capital Markets, Inc, Shamrock Trading Co, Dst Systems, University Of Kansas, Indian Hills Country Club, Waterway Car Wash, The New Dime Store, Brookside Market, Rockhurst High School and Copper Financial Network LLC. Hart holds Series 63 and Series 66 licenses, certifying them as a securities broker, and can serve investors in Kansas. Copper Financial is a financial advisory company that has its headquarters in Lenexa, KS. The company has offices in 28 locations and a total of 50 employees. It oversees $276 million in assets under management among its 2,406 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 2,406 accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in assets. The firm provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. Fees for financial advisory services typically depend on which services the firm provides the client. Fees billed by Copper Financial can consist 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
George Hart Work History
George has been registered as a financial advisor for 0 years.*
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
Brookside Market
Rockhurst High School
*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 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
Leawood, KS
Leawood, KS
Kansas City, MO
Lenexa, KS
Lenexa, KS
Blue Springs, MO
Kansas City, MO
Los Angeles, CA
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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