Jamie Ranee Millsap
Professional Summary
Jamie Ranee Millsap, who also goes by Jamie Ranee Scott, Jamie Scott, is a registered financial advisor currently at COPPER FINANCIAL located in Leawood, Kansas. Jamie is registered as a RR (Registered Representative) and started their career in finance in 2010. Jamie has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jamie Ranee Millsap, Jamie Ranee Scott, Jamie Scott
Similar Advisors
CORNERSTONE WEALTH MANAGEMENT, LLC
ZURAW FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
LEGACY PATH ADVISORS LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
CORNERSTONE WEALTH MANAGEMENT, LLC
ZURAW FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
LEGACY PATH ADVISORS LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
CORNERSTONE WEALTH MANAGEMENT, LLC
ZURAW FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
LEGACY PATH ADVISORS LLC
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
CORNERSTONE WEALTH MANAGEMENT, LLC
ZURAW FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
LEGACY PATH ADVISORS LLC
Years of Experience
16 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
CORNERSTONE WEALTH MANAGEMENT, LLC
ZURAW FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
LEGACY PATH ADVISORS LLC
Current Firm
COMMUNITYAMERICA FINANCIAL SOLUTIONS, LLC | COPPER FINANCIAL NETWORK, LLC | COPPER FINANCIAL
Contact Information
Main Address
9777 Ridge Dr., Suite 360, Lenexa, KS 66219Mailing Address
9777 Ridge Dr., Suite 360, Lenexa, KS 66219Phone Number
(913) 905-3600Established
Missouri since 11/05/2001Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
Small# of Employees
50SEC notice filing (29 States and Territories)
Registered to provide investment advisory services in 29 US states and territories.
FINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 29 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| COMMUNITYAMERICA CUSO ONE LLC | SHAREHOLDER | — |
| CHRISTIAN, TRACY | ELECTED MANAGER | 7678129 |
| DEHNER, MICHAEL JAMES | FINANCIAL OPERATIONS PRINCIPAL | 7334680 |
| GINTER, LISA ROSELLE | ELECTED MANAGER | 6482083 |
| HAGGERTY, MICHAEL PATRICK | PRESIDENT, CHIEF COMPLIANCE OFFICER, ELECTED MANAGER | 3172920 |
| KROPP, STEPHEN DALE | ELECTED MANAGER | 7337607 |
| PATRICK, MICHAEL ALAN | ELECTED MANAGER | 6482087 |
Regulatory Assets Under Management
Total Number of Accounts
4,987AUM (Assets Under Management)
$410,682,447Similar Advisors
CORNERSTONE WEALTH MANAGEMENT, LLC
ZURAW FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
LEGACY PATH ADVISORS LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
Similar Advisors
CORNERSTONE WEALTH MANAGEMENT, LLC
ZURAW FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
LEGACY PATH ADVISORS LLC
Primary Firm SEC Registration
COMMUNITYAMERICA FINANCIAL SOLUTIONS, LLC | COPPER FINANCIAL NETWORK, LLC | COPPER FINANCIAL
State Registrations and Notice Filings
(1/13/2020)
(1/6/2026)
(1/13/2020)
(1/3/2023)
(1/3/2023)
(1/13/2020)
(1/6/2026)
(1/13/2020)
(1/6/2026)
(1/13/2020)
(1/6/2026)
(1/17/2025)
(1/6/2026)
(5/21/2014)
(1/6/2026)
(1/6/2026)
(1/13/2020)
(1/13/2020)
(1/3/2022)
(1/6/2026)
(1/13/2020)
(1/3/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 2010About the Series 6 examSRO Registrations
Similar Advisors
CORNERSTONE WEALTH MANAGEMENT, LLC
ZURAW FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
LEGACY PATH ADVISORS LLC
CRS (Client Relationship Summary) - BD
Click below to view Jamie Ranee Millsap's CRS (Customer Relationship Summary).
Similar Advisors
CORNERSTONE WEALTH MANAGEMENT, LLC
ZURAW FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
LEGACY PATH ADVISORS LLC