Breanna Sykes
Investment adviser representative at Copper Leaf Financial, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$219.6MFirm assets
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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
10 years in the industry.
- Copper Leaf Financial, LLCAug 2020 to now
- Bridge Financial Partners, LLCOct 2019 to Aug 2020
- Wells FargoMar 2018 to Oct 2019
- Bridge Financial PartnersJul 2016 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (VT).
Copper Leaf Financial, LLC
$219.6MAssets managed
155Clients
5Advisers
5 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
- 6682801
- Firm CRD
- 285378