Tysyn
Hartman

Copper Financial

CRD#6555221
Investment Advisor
in Shawnee, KS

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About this Advisor

Tysyn Hartman is a financial advisor working in Shawnee, Kansas with 3 years of industry experience. Hartman works at Copper Financial. Their career trajectory has included roles at Omaha Mammoths Fxfl, Kansas City Chiefs, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Copper Financial Network LLC and Metlife Securities. Hartman has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Kansas, Missouri and Texas. Copper Financial is an advisory business that has its headquarters in Lenexa, KS. The investment advisory business has offices in 28 locations and a total of 50 financial advisors. It administers $276 million in assets under management between its 2,406 accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 2,406 customer accounts, just 1% belong to high-net-worth individuals who have at least $1 million in investable assets. The company performs a number 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 depend on the services provided. Fee types charged by Copper Financial likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

16110 W 65Th Street
Shawnee, KS 66217

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Copper Financial Brokerage Details

Total Assets Under Management

$275,772,959

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

50

KS Average: 44
Total Number of Accounts

2,406

KS Average: 4,091
Average Account Size

$114,619

KS 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

Tysyn Hartman Work History

Tysyn has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Copper Financial Network LLC

2017 - 2019 (2 years)

Mml Investors Services, LLC

2016 - 2019 (3 years)

Massachusetts Mutual Life Insurance Company

2015 - 2017 (2 years)

Metlife Securities

2014 - 2014 (< 1 year)

Omaha Mammoths Fxfl

2012 - 2013 (1 year)

Kansas City Chiefs

*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 Tysyn Hartman 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

Robert Steinbeck
Lenexa, KS
Scott Adams
Leawood, KS
Jordan Rehagen
Lenexa, KS
Heath Burch
Leawood, KS
Taylor Ahern
Kansas City, MO
Rina Mehta
Lenexa, KS
Tysyn Hartman
Shawnee, KS
Nicholas Marlo
Lenexa, KS

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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