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Joan Elizabeth Bellows

Copper Financial

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About Joan Elizabeth Bellows

Joan Bellows is a financial advisor with over 18 years of experience in the industry. Joan is registered with Copper Financial in Lenexa, Kansas. Joan has a broad range of experience in the financial services industry, having worked at Waddell & Reed prior to joining Copper Financial. Joan is also a registered representative and investment advisor representative.

Firm Information

Joan Bellows 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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Joan Bellows’s Registration & Firm History

KS

05/13/2021 - Present

Copper Financial (Lenexa KS)

KS

05/19/2003 - 04/14/2021

WADDELL & REED (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 08/23/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/27/2015

Series 53 - Municipal Securities Principal Examination

BC

Issued 07/01/2010

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/2005

Series 7 - General Securities Representative Examination

BC

Issued 05/16/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joan Elizabeth Bellows.
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