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Rachel Marie Feldkamp

Copper Financial

Lenexa, KS

Lenexa, KS

Lenexa, KS

CRD 5126213

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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:

Current Employers
Copper Financial

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2021-09-29
  • KS RA
    APPROVED
    Since 2021-09-29

Branch Locations

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

9777 Ridge Drive, Lenexa, KS 66219 • United States

9777 Ridge Dr., Suite 360, Lenexa, KS 66219

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
OrganizationCityStateFromTo
Waddell & Reed, Inc Shawnee Mission KS 03/2006 09/2021
Tasty Nuggets Mission KS 08/2014 03/2018
Rachel & Seth Feldkamp Mission KS 07/2018 Present
Milhaven Homes Association Board Overland Park KS 10/2020 Present
Copper Financial Network, Llc Lenexa KS 09/2021 Present
  • 03/2006 → 09/2021
    Waddell & Reed, Inc
    Shawnee Mission, KS
  • 08/2014 → 03/2018
    Tasty Nuggets
    Mission, KS
  • 07/2018 → Present
    Rachel & Seth Feldkamp
    Mission, KS
  • 10/2020 → Present
    Milhaven Homes Association Board
    Overland Park, KS
  • 09/2021 → Present
    Copper Financial Network, Llc
    Lenexa, KS
Previous Registrations
  • 2011-02-01 → 2021-08-23
    Waddell & Reed
    Overland Park, KS
    Overland Park, KS
Other Businesses

(1) Rachel & Seth Feldkamp; Not investment-related; 5206 Riggs St, Mission, KS 66202; Rental Property; Co-Owner; Apr 2018; 4 hrs; 0 hrs; Maintenance and rent collection.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-01-28
  • S66 Uniform Combined State Law Examination
    2011-01-28
Other Names
  • Rachel Marie Koch

View on SEC IAPD

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