Scott
Adams
Copper Financial
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About this Advisor
Scott Adams is a financial advisor based in Leawood, Kansas, working with Copper Financial. Scott has previously held positions at Communityamerica Credit Union and Copper Financial Network LLC. Scott has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Kansas, Missouri, and Texas. Currently, Scott is part of Copper Financial, which operates out of Leawood, 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
Scott Adams Work History
Copper Financial Network LLC
Communityamerica Credit Union
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
Kansas City, MO
New York, NY
Lenexa, KS
Los Angeles, CA
Kansas City, MO
Leawood, KS
Leawood, KS
Kansas City, MO
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