Robert
Steinbeck
Copper Financial
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About this Advisor
Robert Steinbeck is a financial advisor who works out of Lenexa, Kansas. Steinbeck works at Copper Financial. Steinbeck has gained experience at Copper Financial Network LLC, University Of Missouri, Dungarees LLC, Communityamerica Financial Solutions, LLC, Adams Pointe Golf Course, Adams Point Golf Course and Mirror Image Car Wash. Steinbeck holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Kansas and Missouri. Copper Financial is an advisory business that has its headquarters in Lenexa, KS. The company has offices in 28 locations and a total of 50 financial advisors. It controls $276 million in total assets between its 2,406 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 2,406 client accounts, just 1% are held by high-net-worth investors who have at least $1 million in investable assets. The advisory firm provides a number 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 largely vary depending on the type of financial services. However, 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
Robert Steinbeck Work History
Robert has been registered as a financial advisor for 0 years.*
Copper Financial Network LLC
Dungarees LLC
Communityamerica Financial Solutions, LLC
Adams Pointe Golf Course
Adams Pointe Golf Course
University Of Missouri
Adams Point Golf Course
Mirror Image Car Wash
*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 Robert Steinbeck 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
Kansas City, MO
Lenexa, KS
Leawood, KS
Shawnee, KS
New York, NY
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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