Justin
Steitz
Copper Financial
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About this Advisor
Justin Steitz is a financial advisor who works out of Lenexa, Kansas with 9 years of relevant experience. Steitz is an employee of Copper Financial. Over the course of their career, they have held roles at Ausdal Financial Partners, Inc, Cuso Financial Services, Lp, Communityamerica Credit Union and Copper Financial Network LLC. Steitz maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Kansas. Copper Financial is an advisory company that has its headquarters in Lenexa, KS. The investment advisory business has offices in 28 locations and a total of 50 people on staff. It administers $276 million in assets among its 2,406 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 2,406 accounts, just 1% are held by high-net-worth investors who have greater than $1 million in investable assets. The company provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. Financial advisory fee schedules depend on which service is offered. However, fees billed by Copper Financial most likely include 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
Justin Steitz Work History
Justin has been registered as a financial advisor for 9 years.*
Copper Financial Network LLC
Cuso Financial Services, Lp
Communityamerica Credit Union
Ausdal Financial Partners, Inc
*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 Justin Steitz 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
Leawood, KS
Lenexa, KS
Leawood, KS
Lenexa, KS
Lenexa, 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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