JP
Joshua D. Packman
COPPER FINANCIAL
Richmond Heights, MO 63117
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CRD#: 6207007
JP
Professional summary
Joshua David Packman is a registered financial advisor currently at COPPER FINANCIAL located in Richmond Heights, Missouri.
Joshua is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Joshua has worked at 3 firms and has passed the Series 66, SIE and Series 7 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.
2901 Nebraska, LLC; not investment related; 331 N. New Ballas Road, Unit 37075, St. Louis, MO 63141; Real Estate Investment; LLC Member; 12/15/2022; 5 hrs; 3hrs; 2901 Nebraska, LLC; Member Folsom Properties, LLC; not investment related; 331 N. New Ballas Road, Unit 37075, St. Louis, MO 63141; Real Estate Investment; LLC Member; 4/17/2023; 2hrs; 1hr; Folsom Properties, LLC; Member
CRS (Client Relationship Summary) - RIA
Click below to view Joshua David Packman's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Joshua David Packman'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
August 6, 2025 - Present
COPPER FINANCIAL
Office #1: 6510 Clayton Road, Richmond Heights, MO 63117Office #2: 1805 Craigshire Rd, St Louis, MO 63146Office #3: 1850 Craigshire Drive Suite 203, St Louis, MO 63146Office #4: 17 Arnold B. Grobman Dr., St Louis, MO 63121Office #5: 5952 Howdershell Rd, Hazelwood, MO 63042Office #6: 407 Lafayette Center Rd, Manchester, MO 63011Office #7: 3315 Mid Rivers Mall Dr, St Peters, MO 63376Office #8: 6510 Clayton Rd, St Louis, MO 63117RIA
BD
CRD#: 168203
Richmond Heights, MO
Current
August 6, 2025 - Present
COPPER FINANCIAL
Office #1: 1805 Craigshire Rd, St Louis, MO 63146Office #2: 1850 Craigshire Drive Suite 203, St Louis, MO 63146Office #3: 6510 Clayton Rd, St Louis, MO 63117RIA
BD
CRD#: 168203
St Louis, MO
Past
May 18, 2022 - August 4, 2025
LPL FINANCIAL LLC
RIA
CRD#: 6413
Fenton, MO
Past
May 18, 2022 - August 4, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
Fenton, MO
Past
October 22, 2015 - May 18, 2022
CUNA BROKERAGE SERVICES, INC.
BD
CRD#: 13941
ST. LOUIS, MO
Past
October 20, 2015 - May 18, 2022
CUNA BROKERAGE SERVICES, INC.
RIA
CRD#: 13941
ST. LOUIS, 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
Georgia(9/4/2025)
RR
Kansas(8/6/2025)
RR
Missouri(8/6/2025)
IAR
Missouri(8/6/2025)
RR
New Mexico(9/4/2025)
Exams
State Security Law 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.
Company Information
COPPER FINANCIAL
CRD#: 168203Richmond Heights, MO 63117TRUST BUT VERIFY
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