Paidemoyo Brian Charasika
Investment adviser representative at Copperwood Financial
18 yearsExperience
3 statesRegistered in
$119.6MFirm assets
Under 1 yearFirm in business
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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
- Pension consulting
Experience
18 years in the industry.
- Copperwood FinancialDec 2022 to now
- KidvestorsDec 2022 to now
- Fish AgencyJan 2022 to now
- Klg Management Inc. dba Copperwood Insurance ServicesJan 2022 to now
- Greyhawk Capital ManagementSep 2022 to Dec 2022
- American Capital Management Inc.Jan 2021 to Oct 2022
- Magnate Advisory Services, LLCDec 2019 to Sep 2020
- University of LouisvilleMay 2018 to Dec 2019
- Aria RetirementJan 2018 to May 2018
- Portsmouth Financial Services, Inc.Sep 2017 to May 2018
- Allstate Insurance CoNov 2016 to May 2018
- Sippin Tea CompanyJan 2013 to Oct 2020
- Zim Acropolis, LLCMar 2008 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 3 states (KY, NC, TX).
Copperwood Financial
Legal name: Copperwood Financial, Inc.
$119.6MAssets managed
262Clients
3Advisers
Under 1 yearIn 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
- 4091183
- Firm CRD
- 310859