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Rance Jay Carlson

Copper Financial

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About Rance Jay Carlson

Rance Carlson is a financial advisor with Copper Financial. Rance has been in the financial services industry since 2006 and is registered with the state of Missouri and Texas. Rance is a Certified Financial Planner and provides financial planning, educational seminars and portfolio management for individuals and businesses.

Firm Information

Rance Carlson 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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Rance Carlson’s Registration & Firm History

MO

01/07/2021 - Present

Copper Financial (Kansas City MO)

MO

09/18/2007 - 05/20/2014

CUSO FINANCIAL SERVICES, L.P. (KANSAS CITY MO)

MO

05/09/2006 - 09/07/2007

EDWARD JONES (LIBERTY MO)

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Licenses & Designations

IA

Issued 10/24/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/11/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/08/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Rance Jay Carlson. Review regulatory record here.
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