Joan Elizabeth Bellows

Employer firm

Copper Financial CRD 168203

$411M regulatory AUM 559 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars
• FEES FROM THIRD-PARTY MANAGERS TO WHOM WE REFER BUSINESS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2003 → 04/2021
  Waddell & Reed, Inc.
  Shawnee Mission, KS
• 04/2021 → Present
  Copper Financial Network Llc
  Lenexa, KS

Previous Registrations

• 2010-09-10 → 2021-04-14
  Waddell & Reed
  Shawnee Mission, KS
  Overland Park, KS

Exams

• S66 Uniform Combined State Law Examination
  2010-08-23

Other Names

• Joan Elizabeth Estes
• Joan E Bellows