Copper Financial Network, LLC
● SEC registered since 2015CRD 168203SEC# 801-89168Lenexa, KS
Reg. AUM
$410.7M
Employees
50
Accounts
4,987
Location
Lenexa, KS
Copper Financial Network, LLC assets under management
Copper Financial Network, LLC is a registered investment adviser overseen by the SEC based in Lenexa, KS. The firm has been registered since 2015. It reports $410.7 million in regulatory assets under management and employs 50 people.
Copper Financial Network, LLC owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Communityamerica Cuso One LLC Control | Shareholder | Over 75% | 2001 |
| Lisa Ginter | Elected Manager | Under 5% | 2015 |
| Michael James Dehner | Financial Operations Principal | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Copper Financial Network, LLC manage?
Copper Financial Network, LLC reports $410.7 million in regulatory assets under management on its Form ADV.
How many employees does Copper Financial Network, LLC have?
Copper Financial Network, LLC reports 50 employees.
Where is Copper Financial Network, LLC located?
Copper Financial Network, LLC is based in Lenexa, KS and has been SEC-registered since 2015.
Does Copper Financial Network, LLC disclose fund performance?
Copper Financial Network, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9777 Ridge Drive, Suite 360, Lenexa, KS 66219 |
| Phone | 913-905-3600 |
| Fax | 913-905-3601 |
| Office hours | 8-5 |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$410.7M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers
Assets under management
$410.7Mregulatory AUM
Discretionary $410.7M