| 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 |
Copper Financial Network, LLC reports $346.1 million in regulatory assets under management on its Form ADV.
Copper Financial Network, LLC reports 50 employees.
Copper Financial Network, LLC is based in Lenexa, KS and has been SEC-registered since 2015.
Copper Financial Network, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9777 Ridge Drive, Suite 360, Lenexa, KS 66219 |
| Phone | 913-905-3600 |
| Fax | 913-905-3601 |
| Office hours | 5-Aug |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $346.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $346.1M |