Lalitkumar
Dhande
Copper Financial
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About this Advisor
Lalitkumar Dhande is a financial advisor who works out of Lenexa, Kansas. Dhande is an advisor for Copper Financial. Throughout their career, they have worked at Park Avenue Securities, Guardian Life Insurance Company, Cuso Financial Services, Lp, Ski Beer, Copper Financial Network LLC, Unfcu Advisors, United Nations Federal Credit Union and Municipal Credit Union. Dhande maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Kansas. Copper Financial is a business operating out of Lenexa, KS. It has offices in 28 locations and a total of 50 financial advisors. It oversees $276 million in total assets between its 2,406 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 2,406 customer accounts, just 1% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. Financial management fees vary depending on the services. Fees billed by Copper Financial can be comprised of some combination 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
Lalitkumar Dhande Work History
Lalitkumar has been registered as a financial advisor for 0 years.*
Copper Financial Network LLC
Unfcu Advisors
Cuso Financial Services, Lp
United Nations Federal Credit Union
Municipal Credit Union
Ski Beer
Park Avenue Securities
Guardian Life Insurance Company
*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 Lalitkumar Dhande 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
Lenexa, KS
Kansas City, MO
Lenexa, KS
New York, NY
Lenexa, KS
Shawnee, KS
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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