Breanna Sykes

Employer firm

Copper Leaf Financial, LLC CRD 285378

$220M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2016 → 03/2018
  Bridge Financial Partners
  Fort Mill, SC
• 03/2015 → 09/2016
  Itt Technical Institue
  Charlotte, NC
• 03/2018 → 10/2019
  Wells Fargo
  Rock Hill, SC
• 10/2019 → 08/2020
  Bridge Financial Partners, Llc
  Fort Mill, SC
• 08/2020 → Present
  Copper Leaf Financial, Llc
  Williston, VT

Previous Registrations

• 2019-11-01 → 2020-08-13
  Cetera Advisors Llc
  Fort Mill, SC
• 2018-04-19 → 2019-11-01
  Wells Fargo Clearing Services, Llc
  Rock Hill, SC
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2018-02-05

Designations

• Certified Financial Planner

Other Names

• Breanna Bonner
• Breanna Sykes
• Breanna Mary Sykes