Suzanne E Wallace

Copper Financial

Kansas City, MO

Pleasant Valley, MO

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Current Employers

Copper Financial

9777 Ridge Drive, Suite 360, Lenexa, KS 66219 • United States

Current Registrations

Authority	Category	Status	Date
MO	RA	APPROVED	2025-05-29

MO RA
APPROVED

Since 2025-05-29

Branch Locations

4200 E Front Street, Kansas City, MO 64120 • United States

9777 Ridge Drive, Lenexa, KS 66219 • United States

8100 Ne Us Highway 69, Pleasant Valley, MO 64068 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	St Louis	MO	02/2019	03/2022
N/A	Overland Park	KS	07/2018	02/2019
Abbott Laboratories	Overland Park	KS	06/2014	07/2018
Boulder Wealth Management	Overland Park	KS	03/2022	05/2025
Copper Financial Network, Llc	Lenexa	KS	05/2025	Present

02/2019 → 03/2022

Edward Jones

St Louis, MO
07/2018 → 02/2019

N/A

Overland Park, KS
06/2014 → 07/2018

Abbott Laboratories

Overland Park, KS
03/2022 → 05/2025

Boulder Wealth Management

Overland Park, KS
05/2025 → Present

Copper Financial Network, Llc

Lenexa, KS

Previous Registrations

2022-03-08 → 2025-05-30

Boulder Investment Group

Overland Park, KS
2019-08-26 → 2022-03-10

Edward Jones

Overland Park, KS

St Louis, MO

Leawood, KS

Overland Park, KS

Overland Park, KS

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2025-07-29
S66	Uniform Combined State Law Examination	2019-07-05

S63 Uniform Securities Agent State Law Examination

2025-07-29
S66 Uniform Combined State Law Examination

2019-07-05

Other Names

Suzanne Elizabeth Wallace

View on SEC IAPD

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