Tyler
Fields
Copper Financial
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About this Advisor
Tyler Fields is a financial advisor based in Lenexa, Kansas, working with Copper Financial. Tyler has previously held positions at Hd Vest Investment Services, Danny Cochran Certified Financial Planner And Cpa, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Cuna Brokerage Services, Inc, Cuna Mutual Group, Lpl Financial LLC, Ameriprise Financial Services, LLC, and Copper Financial Network, LLC. Tyler has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Oklahoma. Currently, Tyler is part of Copper Financial, which operates out of Lenexa, Kansas. The firm has 28 offices and 50 employees. Copper Financial manages assets totaling $346.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars, and other services. The fee structure at Copper Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Copper Financial Brokerage Details
$346,070,238
50
4,082
$84,780
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- Other
Tyler Fields Work History
Copper Financial Network, LLC
Lpl Financial LLC
Ameriprise Financial Services, LLC
Cuna Brokerage Services, Inc
Cuna Mutual Group
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Hd Vest Investment Services
Danny Cochran Certified Financial Planner And Cpa
Disclosures
Please visit the SEC profile of Tyler Fields to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Copper Financial
Grandview, MO
Lenexa, KS
Blue Springs, MO
Lenexa, KS
Lenexa, KS
Liberty, MO
New York, NY
Kansas City, MO
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
