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Dainan James Swoope

Investment adviser representative at Copper Financial
13 yearsExperience
2 statesRegistered 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.

  1. Copper FinancialJul 2023 to now
  2. Copper Financial Network, LLCFeb 2023 to now
  3. Zeck FordJun 2021 to Jan 2023
  4. Select QuoteAug 2020 to May 2021
  5. StudentMar 2013 to May 2021

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (KS, 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
7702126
Firm CRD
168203
Advisor's SEC record (opens in a new tab)
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