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Taylor Brianne Ahern

Copper Financial

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About Taylor Brianne Ahern

Taylor Brianne Ahern is a registered investment advisor representative with Copper Financial. Taylor has been in the industry since March 20, 2013, and is registered in Kansas, Missouri, and Texas. Taylor is also a licensed investment advisor representative in Kansas, Missouri, and Texas. Taylor has experience in providing financial planning and portfolio management services to individuals and corporations.

Firm Information

Taylor Ahern 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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Taylor Ahern’s Registration & Firm History

MO

01/08/2021 - Present

Copper Financial (Kansas City MO)

MO

03/18/2013 - 06/01/2018

AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)

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Licenses & Designations

IA

Issued 10/23/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/01/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/2015

Series 7 - General Securities Representative Examination

BC

Issued 03/15/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Taylor Brianne Ahern.
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