Taylor Brianne Ahern

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

• 01/2013 → 05/2018
  American Century Investments Services Inc
  Kansas City, MO
• 09/2016 → 09/2018
  Reed Performing Arts Company
  Lee'S Summit, MO
• 05/2018 → Present
  Copper Financial Network Llc
  Lenexa, KS

Previous Registrations

• 2017-10-30 → 2018-06-01
  American Century Investments Private Client Group, Inc.
  Kansas City, MO

Other Businesses

(1) UNIVERSITY OF MISSOURI-COLUMBIA; NOT INVESTMENT-RELATED; 104 JESSE HALL, COLUMBIA, MO 65211; FINANCIAL PLANNING ADVISORY BOARD; ADVISORY BOARD MEMBER; BEGAN 01/01/2013; 2 HOURS PER MONTH, 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS. (2) POSHMARK; NOT INVESTMENT RELATED; 5857 S NATIONAL DR, PARKVILLE, MO 64152; SELLING CLOTHING; BEGAN 02/01/2017; 1 HOUR PER MONTH, 1 HOUR PER MONTH DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-10-23
• S63 Uniform Securities Agent State Law Examination
  2013-02-01

Other Names

• Taylor B Mcwilliams
• Taylor Mcwilliams
• Taylor Brianne Mcwilliams