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Jason Eric Seehusen

Copper Financial

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About Jason Eric Seehusen

Jason Seehusen is a financial advisor with Copper Financial. Jason is a Registered Representative of Copper Financial Network LLC and an Investment Advisor Representative of Copper Financial. Jason has been in the financial services industry since 2006. Jason specializes in providing financial planning, portfolio management for individuals, educational seminars, and selection of other advisors. Jason is registered in Arizona, Arkansas, Colorado, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kansas, Michigan, Missouri, New Jersey, New York, Oklahoma, Oregon, and Texas.

Firm Information

Jason Seehusen 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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Jason Seehusen’s Registration & Firm History

MO

01/08/2021 - Present

Copper Financial (Independence MO)

IA

12/20/2012 - 10/04/2017

SAMMONS FINANCIAL NETWORK, LLC (WEST DES MOINES IA)

IA

06/18/2010 - 12/18/2012

ING FINANCIAL PARTNERS, INC. (DES MOINES IA)

CT

08/31/2010 - 12/31/2010

ING FINANCIAL ADVISERS, LLC (WINDSOR CT)

IA

11/14/2007 - 06/15/2010

DIRECTED SERVICES LLC (DES MOINES IA)

IA

10/05/2006 - 11/13/2007

WADDELL & REED, INC. (W. DES MOINES IA)

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Licenses & Designations

BOTH

Issued 12/08/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Eric Seehusen.
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