Scott
Adams
Copper Financial
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About this Advisor
Scott Adams is a certified financial planner and chartered financial consultant operating out of Leawood, Kansas with a total of 9 years of relevant experience. Adams is an advisor for Copper Financial. The advisor has gained experience at Cuso Financial Services, Lp, Communityamerica Credit Union and Copper Financial Network LLC. Adams holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to advise clients in Kansas, Missouri and Texas. Copper Financial is a firm headquartered in Lenexa, KS. The company has offices in 28 locations and a total of 50 employees. It controls $276 million in total assets across its 2,406 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 2,406 customer accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Copper Financial 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 charged by financial advisors depend on which services are provided. 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
Scott Adams Work History
Scott has been registered as a financial advisor for 9 years.*
Copper Financial Network LLC
Cuso Financial Services, Lp
Communityamerica Credit Union
*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 Scott Adams 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
Leawood, KS
Lenexa, KS
Kansas City, MO
Leawood, KS
Blue Springs, MO
Lenexa, KS
Los Angeles, CA
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.
