Chase
Dalton
Copper Financial
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About this Advisor
Chase Dalton is a financial advisor based in Kansas City, Missouri with a total of 1 year of industry experience. Dalton is an advisor for Copper Financial. Dalton has gained experience at Umkc Bloch School Of Business, Paradise Pointe Golf Complex, Chris Dalton Homes, Communityamerica Credit Union, Tiffany Greens Golf Club, Student and Copper Financial Network LLC. Dalton holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Missouri and Texas. Copper Financial is a financial advisory company headquartered in Lenexa, KS. The company has offices in 28 locations and a total of 50 employees. It controls $276 million in assets across its 2,406 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 2,406 accounts, just 1% are held by high-net-worth investors who have greater than $1 million in assets. Copper Financial provides 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 for financial management largely vary depending on which services the firm provides the client. Fees charged by Copper Financial may include 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
Chase Dalton Work History
Chase has been registered as a financial advisor for 1 years.*
Copper Financial Network LLC
Umkc Bloch School Of Business
Communityamerica Credit Union
Paradise Pointe Golf Complex
Tiffany Greens Golf Club
Chris Dalton Homes
Student
*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 Chase Dalton 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
Lenexa, KS
Lenexa, KS
Kansas City, MO
Kansas City, MO
Lenexa, KS
Shawnee, 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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