Drew P Cason
Investment adviser representative at Copper Financial
10 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
10 years in the industry.
- Copper FinancialJul 2025 to now
- UnemployedJun 2025 to Jul 2025
- Kansas State HousingSep 2021 to Dec 2021
- Buffalo Wild WingsOct 2019 to Jun 2025
- MenardsOct 2018 to Mar 2019
- UnemployedAug 2018 to Oct 2018
- Nkca BaseballMay 2018 to Aug 2018
- StudentJul 2015 to May 2025
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7943706
- Firm CRD
- 168203