Heath T. Burch
COPPER FINANCIAL
Leawood, KS 66206
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CRD#: 4218865
Professional summary
Heath Tyler Burch, CFP® is a registered financial advisor currently at COPPER FINANCIAL located in Leawood, Kansas.
Heath is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Heath has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
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.
(1) Liberty Education Foundation; Not investment-related; 8 Victory Lane, Liberty, MO 64068; Charitable foundation to support students, teachers, and staff of LPS 53 school district; Board Member; July 2018; 2 hrs; 0 hrs; Board meetings, volunteer events and community outreach. (2) Crump Insurance Services; Investment-related; 280 400 W #100, Salt Lake City, UT 84101; Insurance brokerage; Agent; 2005; 1 hr, 1 hr; Use as brokerage, residual income from policies written prior to CommunityAmerica Credit Union (now flow through CommunityAmerica Insurance Agency). (3) Liberty Youth Football & Cheer, Inc.; Not Investment Related; 8812 N. Crescent Ave, Kansas City, MO 64157; attend regular board meetings, support board organization and management; Board Secretary; June 2024; 5 hrs; 0 hrs; attend regular board meetings, support board organization and management. (4) LPS 53 School District Audit & Finance Committee; Not investment-related; 8 Victory Lane, Liberty, MO 64068; Audit monthly financials for LPS 53 school district; Committee Member; October 2024; 1 hr; 0 hrs; Review monthly financials, submit questions to CFO and board for review prior to monthly board meetings.
CRS (Client Relationship Summary) - RIA
Click below to view Heath Tyler Burch's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Heath Tyler Burch's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2006
Experience
Current
May 21, 2014 - Present
COPPER FINANCIAL
Office #1: 10601 Mission Road Suite 10617, Leawood, KS 66206Office #2: 1804 Church Street, Zachary, LA 70761Office #3: 1805 Craigshire Rd, St Louis, MO 63146Office #4: 1 Shields Avenue, Memorial Union Suite 246, Davis, CA 95616Office #5: 8100 Ne Us Highway 69, Pleasant Valley, MO 64068Office #6: 9450 Ward Parkway, Kansas City, MO 64114RIA
BD
CRD#: 168203
Leawood, KS
Current
May 21, 2014 - Present
COPPER FINANCIAL
Office #1: 10601 Mission Road Suite 10617, Leawood, KS 66206Office #2: 1804 Church Street, Zachary, LA 70761Office #3: 1805 Craigshire Rd, St Louis, MO 63146Office #4: 1 Shields Avenue, Memorial Union Suite 246, Davis, CA 95616Office #5: 8100 Ne Us Highway 69, Pleasant Valley, MO 64068RIA
BD
CRD#: 168203
Leawood, KS
Past
February 1, 2013 - May 20, 2014
CUSO FINANCIAL SERVICES, L.P.
RIA
CRD#: 42132
KANSAS CITY, MO
Past
February 1, 2013 - May 20, 2014
CUSO FINANCIAL SERVICES, L.P.
BD
CRD#: 42132
KANSAS CITY, MO
Past
March 10, 2006 - February 1, 2013
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
KANSAS CITY, MO
Past
March 10, 2006 - February 1, 2013
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
KANSAS CITY, MO
Past
September 11, 2002 - March 10, 2006
NEW ENGLAND SECURITIES
RIA
CRD#: 615
OVERLAND PARK, KS
Past
July 19, 2000 - March 10, 2006
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
COPPER FINANCIAL
COMMUNITYAMERICA FINANCIAL SOLUTIONS, LLC | COPPER FINANCIAL NETWORK, LLC | COPPER FINANCIAL
CRD#: 168203 / SEC#: 801-89168, 8-69295
RIA
Registered Investment Advisory firm - SEC (4/30/2015 Approved)California
Registered Investment Advisory firm - SEC (7/2/2015 Terminated)Idaho
Registered Investment Advisory firm - SEC (6/6/2014 Terminated)Iowa
Registered Investment Advisory firm - SEC (6/5/2014 Terminated)Kansas
Registered Investment Advisory firm - SEC (6/2/2015 Terminated)North Carolina
Registered Investment Advisory firm - SEC (6/5/2014 Terminated)Ohio
Registered Investment Advisory firm - SEC (6/5/2014 Terminated)Texas
Registered Investment Advisory firm - SEC (6/2/2015 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/13/2020)
RR
Arkansas(9/7/2023)
RR
California(9/7/2023)
RR
Connecticut(1/24/2020)
RR
Florida(1/3/2022)
RR
Hawaii(9/7/2023)
RR
Illinois(1/17/2025)
RR
Iowa(9/7/2023)
RR
Kansas(5/21/2014)
IAR
Kansas(5/21/2014)
RR
Maryland(6/22/2023)
RR
Massachusetts(9/7/2023)
RR
Minnesota(12/20/2016)
RR
Missouri(5/21/2014)
RR
Nebraska(1/8/2024)
RR
North Carolina(9/7/2023)
RR
Oklahoma(1/8/2024)
RR
South Carolina(3/18/2016)
IAR
Texas(1/7/2021)
RR
Texas(9/7/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CF
COPPER FINANCIAL
COMMUNITYAMERICA FINANCIAL SOLUTIONS, LLC | COPPER FINANCIAL NETWORK, LLC | COPPER FINANCIAL
CRD#: 168203 / SEC#: 801-89168, 8-69295
RIA
Registered Investment Advisory firm - SEC (4/30/2015 Approved)California
Registered Investment Advisory firm - SEC (7/2/2015 Terminated)Idaho
Registered Investment Advisory firm - SEC (6/6/2014 Terminated)Iowa
Registered Investment Advisory firm - SEC (6/5/2014 Terminated)Kansas
Registered Investment Advisory firm - SEC (6/2/2015 Terminated)North Carolina
Registered Investment Advisory firm - SEC (6/5/2014 Terminated)Ohio
Registered Investment Advisory firm - SEC (6/5/2014 Terminated)Texas
Registered Investment Advisory firm - SEC (6/2/2015 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information
Main Address
9777 Ridge Dr., Suite 360, Lenexa, KS 66219
Mailing Address
9777 Ridge Dr., Suite 360, Lenexa, KS 66219
Phone number
(913) 905-8116
Established
Missouri since 11/05/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
50
SEC notice filing (29 States and Territories)
FINRA licenses (52 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 | 3172920 |
| KROPP, STEPHEN DALE | ELECTED MANAGER | 7337607 |
| PATRICK, MICHAEL ALAN | ELECTED MANAGER | 6482087 |
| SARACINI, TIMOTHY RICE | ELECTED MANAGER | 1303842 |
Regulatory assets under management
| Total Number of Accounts | 4,082 |
| AUM (Assets Under Management) | $ 346,070,238 |
Red Flags
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.
