Nicole Anne Bartel
Investment adviser representative at Copper Financial
13 yearsExperience
1 stateRegistered in
$410.7MFirm assets
11 yearsFirm 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
- Seminars and workshops
Experience
13 years in the industry.
- Copper FinancialAug 2023 to now
- Copper Financial Network, LLCJun 2023 to now
- Robinhood Markets, IncJun 2022 to Jun 2023
- Robinhood Financial, LLCNov 2020 to Jun 2023
- Fidelity Brokerage Services LLCDec 2017 to Nov 2020
- Keller Independent School DistrictAug 2013 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 4451988
- Firm CRD
- 168203