Michael Patrick Haggerty
Investment adviser representative at Copper Financial
23 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$410.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
23 years in the industry.
- Communityamerica Credit UnionFeb 2023 to now
- Copper FinancialApr 2014 to now
- Copper Financial Network LLCMar 2003 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Copper Financial
Legal name: Copper Financial Network, LLC
$410.7MAssets managed
4,165Clients
39Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3172920
- Firm CRD
- 168203