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Erick Scot Newton

Copperwynd Financial

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About Erick Scot Newton

Erick Newton is a financial advisor with Copperwynd Financial in Scottsdale, Arizona. Erick has been in the industry for over 25 years and has experience in both the brokerage and investment advisory fields. Erick is a Certified Financial Planner and holds the Series 63, 7, 8, and 24 licenses. He is currently registered with the state of Arizona as an Investment Advisor Representative.

Firm Information

Erick Newton is currently registered with Copperwynd Financial. Copperwynd Financial is an investment advisory firm headquartered in Scottsdale, Arizona. The firm provides a range of services, including portfolio management for individuals, businesses, and pension plans. With a focus on individual investors, the firm manages over $530 million in assets for 1,938 clients. The firm offers educational seminars and participates in wrap fee programs.
Copperwynd Financial

14256 N. NORTHSIGHT BLVD.

SCOTTSDALE, AZ 85260

$530.55M

Assets Under Management

Not reported

Total Clients

6

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Erick Newton’s Registration & Firm History

AZ

04/24/2015 - Present

Copperwynd Financial (SCOTTSDALE AZ)

AZ

04/01/2011 - 12/20/2019

PURSHE KAPLAN STERLING INVESTMENTS (SCOTTSDALE AZ)

AZ

01/10/2011 - 04/27/2011

CAMBRIDGE INVESTMENT RESEARCH, INC. (SCOTTSDALE AZ)

AZ

12/09/1993 - 09/20/2010

CHARLES SCHWAB & CO., INC. (PHOENIX AZ)

MI

04/07/1993 - 10/05/1993

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

BC

Issued 04/17/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/17/2006

Series 24 - General Securities Principal Examination

BC

Issued 01/21/1997

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Erick Scot Newton.
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