Daniel
Wilkes
Copper Financial
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About this Advisor
Daniel Wilkes is a financial advisor based in Kansas City, Missouri, working with Copper Financial. Daniel has previously held positions at Communityamerica Financial Solutions LLC, Communityamerica Credit Union, North Point Development, Carmax, and Copper Financial Network LLC. Daniel has passed the Series 66 regulatory exam and is registered to provide services in Missouri and Texas. Currently, Daniel is part of Copper Financial, which operates out of Kansas City, Missouri. The firm has 29 offices and 56 employees. The firm manages assets totaling $306.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars, and other services. The fee structure at Copper Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Copper Financial Brokerage Details
$306,448,486
56
2,791
$109,799
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- Other
Daniel Wilkes Work History
Copper Financial Network LLC
Communityamerica Financial Solutions LLC
Communityamerica Credit Union
North Point Development
Carmax
Disclosures
Please visit the SEC profile of Daniel Wilkes 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
New York, NY
Lenexa, KS
Kansas City, MO
Los Angeles, CA
Kansas City, MO
Kansas City, MO
Lenexa, KS
Overland Park, KS
The content in this profile was updated by SmartAsset on 6/19/2024. 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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