Trent
Brining

Copper Financial

CRD#5207348
Investment Advisor
in Kansas City, MO

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About this Advisor

Trent Brining is a financial advisor based out of Kansas City, Missouri with 5 years of industry experience. Brining currently works for Copper Financial. Over the course of their career, they have held roles at Communityamerica Credit Union, Kc Home Solutions, Home Rental Services and Copper Financial Network LLC. Brining holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Missouri. Copper Financial is a registered investment firm operating out of Lenexa, KS. The company has offices in 28 locations and a total of 50 financial advisors. It administers $276 million in assets across its 2,406 customer accounts, placing it among 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 greater than $1 million in assets available to invest. The firm provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. Fees for financial advisory services are based on which service is offered. However, fees billed by Copper Financial can be comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1251 Nw Briarcliff Parkway, Suite 95
Kansas City, MO 64116

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Copper Financial Brokerage Details

Total Assets Under Management

$275,772,959

MO Average: $2,243,162,756
Total Number of Employees

50

MO Average: 44
Total Number of Accounts

2,406

MO Average: 4,091
Average Account Size

$114,619

MO Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Trent Brining Work History

Trent has been registered as a financial advisor for 5 years.*

2016 - Present (8 years)

Copper Financial Network LLC

2014 - 2016 (2 years)

Communityamerica Credit Union

2013 - 2015 (2 years)

Kc Home Solutions

2012 - 2013 (1 year)

Home Rental Services

*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 Trent Brining 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

Scott Adams
Leawood, KS
Taylor Ahern
Kansas City, MO
Heath Burch
Leawood, KS
Robert Steinbeck
Lenexa, KS
Jordan Rehagen
Lenexa, KS
Daniel Wilkes
Kansas City, MO
Andre Yoskowitz
New York, NY
Joseph Kraemer
Blue Springs, 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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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.

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