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Adam Taylor Eiklor

Copper Leaf Financial, LLC

Williston, VT

CRD 8295529

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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:

Current Employers
Copper Leaf Financial, Llc

33 Blair Park Road Suite 203, Williston, VT 05495 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2026-07-23
  • VT RA
    APPROVED
    Since 2026-07-23

Branch Locations

33 Blair Park Road Suite 203, Williston, VT 05495 • 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
OrganizationCityStateFromTo
Copper Leaf Financial Williston VT 02/2026 Present
Slopestyle Ski And Ride Montpelier VT 10/2013 03/2026
  • 02/2026 → Present
    Copper Leaf Financial
    Williston, VT
  • 10/2013 → 03/2026
    Slopestyle Ski And Ride
    Montpelier, VT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-21
  • S65 Uniform Investment Adviser Law Examination
    2026-07-21
Other Names
  • Adam Taylor Mclean

View on SEC IAPD

Nearby Firms

ALLSTATE FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
SILVERLAKE WEALTH MANAGEMENT LLC

Nearby Investors

MICHAEL PATRICK JUNGA
JONATHAN ERIC WHITEHOUSE
JOHN WENTLING DAVIS

Nearby Offices

ALLSTATE FINANCIAL ADVISORS, LLC · Williston, VT
LPL FINANCIAL LLC · WILLISTON, VT
SILVERLAKE WEALTH MANAGEMENT LLC · WILLISTON, VT

More in Williston, VT

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