Jordan Rehagen is a CFP, ChFC-designated registered investment advisor at Copper Financial, based in Kansas City, MO, with 3 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 3,412 clients with $350M in assets under management.
Compensation
Firm Size
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Fee Structure
Copper Financial does not directly manage your investments. Instead, they connect you with third-party investment managers. These managers will charge their own fees, with a maximum annual fee of 2.5% of the assets they manage for you. Copper Financial and your advisor receive a portion of the manager's fee as compensation for the referral. This portion is negotiable.
Location
11501 Blue Ridge Boulevard, Kansas City, MO, 64134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Copper Financial
Copper Financial
Copper FinancialBroker
State Registrations10 states
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