Joan Elizabeth Bellows
Investment adviser representative at Copper Financial
23 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
23 years in the industry.
- Copper FinancialMay 2021 to now
- Copper Financial Network LLCApr 2021 to now
- Waddell & Reed, Inc.Mar 2003 to Apr 2021
Exams passed
- Series 66 · Uniform Combined State Law2010
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
- 4646122
- Firm CRD
- 168203