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Lainie Pasquini Henrich

Copper Financial

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About Lainie Pasquini Henrich

Lainie Henrich is an investment advisor representative with Copper Financial, a Registered Investment Advisor firm headquartered in Lenexa, KS. Lainie is registered with the state of Kansas and several other states. Lainie holds the Series 6, 7, 63, and 65 licenses and the SIE certification. Lainie has been in the securities industry since 2011 and has experience working with both individual and business clients. Copper Financial offers a variety of financial planning and portfolio management services, including educational seminars and fee-based financial planning.

Firm Information

Lainie Henrich 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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Lainie Henrich’s Registration & Firm History

KS

04/17/2024 - Present

Copper Financial (Leawood KS)

MO

08/30/2011 - 04/16/2024

AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)

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Licenses & Designations

IA

Issued 06/19/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/02/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/30/2018

Series 7 - General Securities Representative Examination

BC

Issued 08/29/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Lainie Pasquini Henrich. Review regulatory record here.
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