Taylor
Ahern
Copper Financial
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About this Advisor
Taylor Ahern is a financial advisor working in Kansas City, Missouri, with a total of 5 years of industry experience. Ahern currently works for Copper Financial. During their career, the advisor has held roles at American Century Investments Services Inc, Reed Performing Arts Company and Copper Financial Network LLC. Ahern holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Kansas, Missouri and Texas. Copper Financial is an advisory company operating out of Lenexa, KS. The firm has offices in 28 locations and a total of 50 financial advisors. It manages $276 million in assets across its 2,406 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 2,406 customer accounts, just 1% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm offers a wide range 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 usually depend on which services the firm provides the client. However, fees billed by Copper Financial likely consist of some blend 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
Taylor Ahern Work History
Taylor has been registered as a financial advisor for 5 years.*
Copper Financial Network LLC
Reed Performing Arts Company
American Century Investments Services 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 Taylor Ahern 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
Leawood, KS
Kansas City, MO
Lenexa, KS
Lenexa, KS
Los Angeles, CA
Shawnee, KS
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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