Tyler
Fields

Copper Financial

CRD#6227706
Investment Advisor
in Oklahoma City, OK

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About this Advisor

Tyler Fields is a financial advisor based in Oklahoma City, Oklahoma, working with Copper Financial. Tyler has previously held positions at Hd Vest Investment Services, Danny Cochran Certified Financial Planner And Cpa, Merrill Lynch, Pierce, Fenner & Smith Inc, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Cuna Brokerage Services, Inc, Cuna Mutual Group, Lpl Financial LLC, Ameriprise Financial Services, LLC, Copper Financial Network, LLC, and Bank Of America, N.A. Tyler has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Oklahoma. Currently, Tyler is part of Copper Financial, which operates out of Oklahoma City, Oklahoma. 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

Series 65, Series 63

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

10201 S. Western Avenue
Oklahoma City, OK 73139

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Copper Financial Brokerage Details

Total Assets Under Management

$306,448,486

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

56

OK Average: 44
Total Number of Accounts

2,791

OK Average: 4,091
Average Account Size

$109,799

OK 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

Tyler Fields Work History

2024 - Present (1 year)

Copper Financial Network, LLC

2022 - 2022 (< 1 year)

Lpl Financial LLC

2022 - 2024 (2 years)

Ameriprise Financial Services, LLC

2020 - 2022 (2 years)

Cuna Brokerage Services, Inc

2020 - 2022 (2 years)

Cuna Mutual Group

2019 - 2020 (1 year)

Jpmorgan Chase Bank, N.A

2019 - 2020 (1 year)

J.P. Morgan Securities LLC

2016 - 2019 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2019 (3 years)

Bank Of America, N.A

2013 - 2016 (3 years)

Hd Vest Investment Services

2013 - 2016 (3 years)

Danny Cochran Certified Financial Planner And Cpa

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Disclosures

Please visit the SEC profile of Tyler Fields 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

John James
Lenexa, KS
Ian Cole
New York, NY
Joseph Yates
Kansas City, MO
Jeffrey Vineyard
Kansas City, MO
David Tuyo
Los Angeles, CA
Taylor Ahern
Kansas City, MO
Amanda Spear
Lenexa, 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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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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