Shannon
Cheah
Copper Financial
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About this Advisor
Shannon Cheah is a financial advisor working out of Lenexa, Kansas. Cheah is on the advisory team at Copper Financial. Over the course of their career, they have held roles at Waddell & Reed, Inc, Alpaca Securities LLC, Copper Financial Network LLC and Alpacadb, Inc. Cheah maintains Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Kansas. Copper Financial is a firm headquartered in Lenexa, KS. The investment advisory business has offices in 28 locations and a total of 50 employees. It oversees $276 million in assets under management across its 2,406 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 2,406 customer accounts, just 1% belong to high-net-worth investors who have at least $1 million in investable assets. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually are based on the type of financial services provided. Fee types billed by Copper Financial can consist of some combination 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
Shannon Cheah Work History
Shannon has been registered as a financial advisor for 0 years.*
Copper Financial Network LLC
Alpaca Securities LLC
Alpacadb, Inc
Waddell & Reed, Inc
*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 Shannon Cheah 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
Leawood, KS
Lenexa, KS
Kansas City, MO
Kansas City, MO
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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