Jordan
Rehagen
Copper Financial
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About this Advisor
Jordan Rehagen is a financial advisor who works in Lenexa, Kansas. Rehagen is currently employed by Copper Financial. Throughout their career, they have worked at Copper Financial Network, LLC, Comparion Insurance Agency, A Liberty Mutual Company, Liberty Mutual Insurance Company, Assurity Life Insurance Company, University Of Nebraska - Lincoln, Old Chicago, Cracker Barrel, Prairie Life Fitness and Middle School & High School. Rehagen maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Kansas. Copper Financial is an advisory firm based in Lenexa, KS. It has offices in 28 locations and a total of 50 employees. It handles $276 million in assets under management between its 2,406 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 2,406 customer accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Copper Financial offers a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules usually depend on the type of financial services offered. Fees billed by Copper Financial most likely 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
Jordan Rehagen Work History
Jordan has been registered as a financial advisor for 0 years.*
Copper Financial Network, LLC
Comparion Insurance Agency, A Liberty Mutual Company
Liberty Mutual Insurance Company
Assurity Life Insurance Company
University Of Nebraska - Lincoln
Old Chicago
Cracker Barrel
Prairie Life Fitness
Middle School & 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 Jordan Rehagen 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
Lenexa, KS
Lenexa, KS
Kansas City, MO
Leawood, KS
Shawnee, KS
Kansas City, MO
Blue Springs, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
