Martha
Freeman

Copper Financial

CRD#4637655
Investment Advisor
in Liberty, MO

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About this Advisor

Martha Freeman is a financial advisor based in Liberty, Missouri with a total of 3 years of industry experience. Freeman is an advisor for Copper Financial. Freeman has gained experience at Communityamerica Credit Union, Cuso Financial Services, Lp and Copper Financial Network LLC. Freeman has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Missouri. Copper Financial is an advisory firm that has its headquarters in Lenexa, KS. The firm has offices in 28 locations and a total of 50 financial advisors. It handles $276 million in assets between its 2,406 customer 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 held by high-net-worth investors who have more than $1 million in investable assets. The business has a wide set 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 advice typically depend on which services are provided. Fees charged by Copper Financial can be comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8100 Ne Us Highway 69
Liberty, MO 64068

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Copper Financial Brokerage Details

Total Assets Under Management

$275,772,959

MO Average: $2,243,162,756
Total Number of Employees

50

MO Average: 44
Total Number of Accounts

2,406

MO Average: 4,091
Average Account Size

$114,619

MO Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Martha Freeman Work History

Martha has been registered as a financial advisor for 3 years.*

2014 - Present (10 years)

Copper Financial Network LLC

2009 - 2014 (5 years)

Communityamerica Credit Union

2009 - 2014 (5 years)

Cuso Financial Services, Lp

*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 Martha Freeman 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

Scott Adams
Leawood, KS
Taylor Ahern
Kansas City, MO
Robert Steinbeck
Lenexa, KS
Heath Burch
Leawood, KS
Jordan Rehagen
Lenexa, KS
David Tuyo
Los Angeles, CA
Nicholas Marlo
Lenexa, KS
Chase Dalton
Kansas City, 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.

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