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Chase Cantrell Dalton

Copper Financial

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About Chase Cantrell Dalton

Chase Cantrell Dalton is a registered investment advisor representative with Copper Financial. Chase is licensed in 27 states and holds Series 7TO and Series 66 securities licenses. Chase has been working in the industry since 2022. They are a registered representative in Missouri and Texas. Chase has a specialization in 1, 3, 4, and 6.

Firm Information

Chase Dalton is currently registered with Copper Financial. Copper Financial is a Limited Liability Company formed in November 2001. Based in Lenexa, Kansas, Copper Financial has over 40 licensed agents, investment advisor representatives, and registered representatives. The firm manages over $300 million in assets for approximately 2,800 clients, including high-net-worth individuals, corporations, and individuals. Copper Financial provides financial planning, educational seminars, and portfolio management services. They also offer selection of other advisors and receive fees from third-party managers to whom they refer business.
Copper Financial

9777 RIDGE DRIVE, SUITE 360

LENEXA, KS 66219

$306.45M

Assets Under Management

556

Total Clients

46

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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fees from third-party managers to whom we refer business

Fees from third-party managers to whom we refer business

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chase Dalton’s Registration & Firm History

MO

01/03/2023 - Present

Copper Financial (Kansas City MO)

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Licenses & Designations

BOTH

Issued 06/01/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/29/2022

Series 7TO - General Securities Representative Examination

BC

Issued 03/08/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chase Cantrell Dalton.
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