Scott Christopher Adams
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®, ChFC®, Series 63, Series 66
Experience Industry experience
32 years
Location
Lenexa, KS 66219
Copper Financial
Multi-team
Scott Adams is a CFP® and ChFC® with 31 years of industry experience. He has been with Copper Financial Network LLC since 2014. Outside of his advisory role, Adams is involved in dog breeding, farming, and cattle ranching, and he provides foster care for adults with disabilities. Copper Financial serves credit union members and institutional clients by offering financial planning, brokerage services, and discretionary portfolio management through third-party manager referrals. The firm combines fiduciary advisory services with in-house model portfolios and maintains operational ties to CommunityAmerica Federal Credit Union.
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 · Missouri · Texas
32 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
Sunset Financial Services, Inc.
2001 - 2002 • 1 year
Kansas City, MO
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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