Todd
Salzman
Copper Financial
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About this Advisor
Todd Salzman is a certified financial planner operating out of Olathe, Kansas, with 9 years of relevant experience. Salzman is an employee of Copper Financial. Over the course of their career, Salzman has held roles at Communityamerica Credit Union, Cuso Financial Services Lp and Copper Financial Network LLC. Salzman holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Kansas and Texas. Copper Financial is an advisory business based out of Lenexa, KS. The investment advisory business has offices in 28 locations and a total of 50 advisors. It oversees $276 million in assets among its 2,406 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 2,406 client accounts, just 1% belong to high-net-worth clients who have more than $1 million in assets available to invest. Copper Financial 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. Financial management fee schedules largely depend on which services the firm provides the client. Fees billed by Copper Financial likely include any 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
Todd Salzman Work History
Todd 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 Todd Salzman 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
Leawood, KS
Lenexa, KS
Kansas City, MO
Kansas City, 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.
