linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Martha Raylene Freeman

Copper Financial

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Martha? Claim Your Profile

About Martha Raylene Freeman

Martha Freeman is a financial professional with over 17 years of experience in the industry. Currently, Martha is registered with Copper Financial and has been with the firm since May 2014. Prior to that, Martha was employed by CUSO FINANCIAL SERVICES, L.P. from October 2009 to May 2014. Martha holds a Series 6, Series 63, and Series 65 license. Martha's areas of specialization include: financial planning, portfolio management, and educational seminars.

Firm Information

Martha Freeman 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Martha Freeman’s Registration & Firm History

MO

01/14/2020 - Present

Copper Financial (Pleasant Valley MO)

MO

10/01/2009 - 05/20/2014

CUSO FINANCIAL SERVICES, L.P. (BLUE SPRINGS MO)

MO

03/17/2003 - 09/25/2009

U.S. BANCORP INVESTMENTS, INC. (INDEPENDENCE MO)

Not sure if Martha Raylene Freeman is right for you?

Licenses & Designations

IA

Issued 06/28/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/29/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Martha Raylene Freeman.
Not sure if Martha Raylene Freeman is right for you?