Heath Tyler Burch
Advisor at Copper Financial — Lenexa, KS
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
26 years
Location
Lenexa, KS 66219
Copper Financial
Multi-team
Heath Burch is a CFP® professional with 26 years of industry experience currently with Copper Financial Network LLC, where he has worked since 2014. He serves on the board of the Liberty Education Foundation and acts as Board Secretary for Liberty Youth Football & Cheer, Inc. He is also a member of the LPS 53 School District Audit & Finance Committee. Copper Financial primarily serves credit union members, including those of CommunityAmerica Federal Credit Union and other affiliated credit unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party managers, and model-based wrap programs, working with both individual and institutional clients.
Based on Copper Financial
In limited situations, financial plans may be prepared for a flat fee; maximum financial planning fee is $5,000 per plan.
Financial planning fees generally charged at $250 per hour, negotiable.
Fee-only: Financial planning fees are generally $250 per hour, negotiable, with a maximum fee of $5,000 per plan. In limited cases a flat fee may be charged.
Lenexa, KS
9777 Ridge Dr., Suite 360
Lenexa KS 66219
Advisors at this office
21
Kansas · Texas
26 years of industry experience
Copper Financial Network LLC
2014 - Present • 12 years
Lenexa, KS
CUSO Financial Services, L.P.
2013 - 2014 • 1 year
National Planning Corporation
2006 - 2013 • 7 years
New England Securities
2002 - 2006 • 4 years
Overland Park, KS
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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