TA
Taylor B. Ahern
COPPER FINANCIAL
Kansas City, MO 64151
Some features on this profile are disabled
CRD#: 5926523
TA
Professional summary
Taylor Brianne Ahern, who also goes by Taylor B Mcwilliams, Taylor Brianne Mcwilliams, Taylor Mcwilliams, is a registered financial advisor currently at COPPER FINANCIAL located in Kansas City, Missouri.
Taylor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Taylor has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Taylor B Mcwilliams | Taylor Brianne Mcwilliams | Taylor Mcwilliams
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) UNIVERSITY OF MISSOURI-COLUMBIA; NOT INVESTMENT-RELATED; 104 JESSE HALL, COLUMBIA, MO 65211; FINANCIAL PLANNING ADVISORY BOARD; ADVISORY BOARD MEMBER; BEGAN 01/01/2013; 2 HOURS PER MONTH, 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS. (2) POSHMARK; NOT INVESTMENT RELATED; 5857 S NATIONAL DR, PARKVILLE, MO 64152; SELLING CLOTHING; BEGAN 02/01/2017; 1 HOUR PER MONTH, 1 HOUR PER MONTH DURING SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Taylor Brianne Ahern's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Taylor Brianne Ahern'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®
NoneExperience
Current
June 5, 2018 - Present
COPPER FINANCIAL
Office #1: 6390 N Cosby Ave, Kansas City, MO 64151Office #2: 1811 Walnut Street, Kansas City, MO 64108RIA
BD
CRD#: 168203
Kansas City, MO
Current
June 5, 2018 - Present
COPPER FINANCIAL
Office #1: 6390 N Cosby Ave, Kansas City, MO 64151Office #2: 1811 Walnut Street, Kansas City, MO 64108RIA
BD
CRD#: 168203
Kansas City, MO
Past
October 30, 2017 - June 1, 2018
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.
RIA
CRD#: 290043
KANSAS CITY, MO
Past
March 18, 2013 - June 1, 2018
AMERICAN CENTURY INVESTMENT SERVICES INC.
BD
CRD#: 17437
KANSAS CITY, MO
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(9/5/2018)
RR
California(9/5/2018)
RR
Colorado(7/26/2022)
RR
Connecticut(11/1/2022)
RR
Florida(1/4/2021)
RR
Illinois(9/5/2018)
RR
Iowa(2/5/2025)
RR
Kansas(6/5/2018)
IAR
Kansas(1/3/2023)
RR
Massachusetts(1/17/2025)
RR
Missouri(6/5/2018)
IAR
Missouri(6/5/2018)
RR
Ohio(9/6/2018)
RR
Oklahoma(9/5/2018)
RR
Oregon(1/17/2025)
RR
Texas(9/5/2018)
IAR
Texas(1/8/2021)
RR
Virginia(7/26/2022)
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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
