Robert
Werner
Copper Financial
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About this Advisor
Robert Werner is a financial advisor based in Lenexa, Kansas, working with Copper Financial. Robert has previously held positions at Copper Financial Network, Communityamerica Credit Union, Dickinson Financial, Country Club Bank, and Great Western Bank. Robert has passed the Series 66 regulatory exam and is registered to provide services in Kansas and Missouri. Currently, Robert is part of Copper Financial, which operates out of Lenexa, Kansas. The firm has 29 offices and 56 employees. The firm manages assets totaling $306.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars, and other services. The fee structure at Copper Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Copper Financial Brokerage Details
$306,448,486
56
2,791
$109,799
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- Other
Robert Werner Work History
Copper Financial Network
Communityamerica Credit Union
Dickinson Financial
Country Club Bank
Great Western Bank
Disclosures
Please visit the SEC profile of Robert Werner 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
Lenexa, KS
Kansas City, MO
Kansas City, MO
Los Angeles, CA
New York, NY
Lenexa, KS
Leawood, KS
Leawood, KS
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
