Joshua David Packman
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 FinancialAug 2025 to now
- Copper Financial Network, LLCAug 2025 to now
- LPL Financial LLCMay 2022 to Jul 2025
- Cuna Brokerage Services, Inc.Oct 2015 to Jul 2025
- Cuna Mutual GroupOct 2015 to Jul 2025
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 6207007
- Firm CRD
- 168203