Heath Tyler Burch

Current Employers

Employment History

• 05/2014 → Present
  Copper Financial Network Llc
  Lenexa, KS

Previous Registrations

• 2013-02-01 → 2014-05-20
  Cuso Financial Services, L.P.
  San Diego, CA
  Kansas City, MO
• 2006-03-10 → 2013-02-01
  National Planning Corporation
  Las Vegas, NV
  Los Angeles, CA
  Kansas City, MO
• 2002-09-11 → 2006-03-10
  New England Securities
  Overland Park, KS

Other Businesses

(1) Liberty Education Foundation; Not investment-related; 8 Victory Lane, Liberty, MO 64068; Charitable foundation to support students, teachers, and staff of LPS 53 school district; Board Member; July 2018; 2 hrs; 0 hrs; Board meetings, volunteer events and community outreach. (2) Crump Insurance Services; Investment-related; 280 400 W #100, Salt Lake City, UT 84101; Insurance brokerage; Agent; 2005; 1 hr, 1 hr; Use as brokerage, residual income from policies written prior to CommunityAmerica Credit Union (now flow through CommunityAmerica Insurance Agency). (3) Liberty Youth Football & Cheer, Inc.; Not Investment Related; 8812 N. Crescent Ave, Kansas City, MO 64157; attend regular board meetings, support board organization and management; Board Secretary; June 2024; 5 hrs; 0 hrs; attend regular board meetings, support board organization and management. (4) LPS 53 School District Audit & Finance Committee; Not investment-related; 8 Victory Lane, Liberty, MO 64068; Audit monthly financials for LPS 53 school district; Committee Member; October 2024; 1 hr; 0 hrs; Review monthly financials, submit questions to CFO and board for review prior to monthly board meetings.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-05-30
• S63 Uniform Securities Agent State Law Examination
  2000-07-14

Designations