Kelly Dawn Lambert
Investment adviser representative at Copper Financial
11 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
11 years in the industry.
- Copper FinancialApr 2025 to now
- Good Life Bulldog RescueJun 2017 to now
- Northwestern Mutual Investment Services LLCJul 2021 to Dec 2023
- R. Philip SarneckiJul 2021 to Dec 2023
- Waddell & Reed, IncDec 2019 to Jul 2021
- Mutual of Omaha Investor ServicesSep 2015 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2018
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
- 5147323
- Firm CRD
- 168203