Best Investors Account Sign in
Current Employers
Copper Financial

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2023-01-03
TX RA APPROVED 2021-01-07
  • MO RA
    APPROVED
    Since 2023-01-03
  • TX RA
    APPROVED
    Since 2021-01-07

Branch Locations

1811 Walnut Street, Kansas City, MO 64108 • United States

9777 Ridge Drive, Lenexa, KS 66219 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Copper Financial Network Llc Lenexa KS 05/2014 Present
  • 05/2014 → Present
    Copper Financial Network Llc
    Lenexa, KS
Previous Registrations
  • 2007-10-26 → 2014-05-20
    Cuso Financial Services, L.P.
    Kansas City, MO
    Kansas City, MO
Other Businesses

Gooseneck Farms, LLC; not investment related; 7113 NE 134th Street, Smithville, MO 64089; Agricultural Farm; Member; 12/31/2018; 2hrs; 0hrs; Gooseneck Farms, LLC; Member

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-10-24
S63 Uniform Securities Agent State Law Examination 2006-05-11
  • S65 Uniform Investment Adviser Law Examination
    2007-10-24
  • S63 Uniform Securities Agent State Law Examination
    2006-05-11
Designations
Other Names
  • Rance Carlson

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Kansas City, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor