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Shannon Tek ki Cheah

Copper Financial

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About Shannon Tek ki Cheah

Shannon Tek ki Cheah is a financial advisor with over 20 years of experience in the industry. Shannon has a broad range of experience in the industry and is registered with Copper Financial Network LLC. Shannon has held registrations with other firms including WADDELL & REED and ALPACA SECURITIES LLC. Shannon is dedicated to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Shannon Cheah 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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Shannon Cheah’s Registration & Firm History

KS

01/03/2023 - Present

Copper Financial (LENEXA KS)

MO

08/17/2020 - 07/14/2021

ALPACA SECURITIES LLC (Kansas City MO)

KS

02/25/2008 - 08/17/2020

WADDELL & REED (OVERLAND PARK KS)

MO

01/03/2002 - 02/08/2008

H&R BLOCK FINANCIAL ADVISORS, INC. (KANSAS CITY MO)

MN

04/21/1998 - 05/30/2003

BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 12/14/2010

Series 66 - Uniform Combined State Law Examination

IA

Issued 03/25/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/24/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/10/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/08/2001

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 11/24/1998

Series 24 - General Securities Principal Examination

BC

Issued 09/03/1998

Series 4 - Registered Options 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 04/20/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Shannon Tek ki Cheah. Review regulatory record here.
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