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Todd Christopher Salzman

Copper Financial

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About Todd Christopher Salzman

Todd Christopher Salzman is a financial advisor with Copper Financial. Todd Salzman has been in the industry since 2010. Todd Salzman has registrations with FINRA and is registered in Florida, Indiana, Kansas, Missouri and Texas. Todd Salzman is a Certified Financial Planner.

Firm Information

Todd Salzman 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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Todd Salzman’s Registration & Firm History

KS

01/03/2023 - Present

Copper Financial (Olathe KS)

KS

12/15/2010 - 05/20/2014

CUSO FINANCIAL SERVICES, L.P. (LENEXA KS)

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Licenses & Designations

BOTH

Issued 03/02/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Todd Christopher Salzman. Review regulatory record here.
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