Copperleaf Capital, Llc
From day one, and for over 35 years, we’ve invested in making a positive impact on families through strategic wealth management and financial planning. We began as a family office - organizing the wealth management needs of a single family. While our companies story has continuously evolved, the core principles and driving mission has remained the same - to help our clients fulfill their lifelong dreams through effective wealth management and sound financial planning. Investment advisory services offered through Copperleaf Capital, LLC, a Registered Investment Adviser.
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Verified contacts
4
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
—
no listings
Distinct roles
2
indexed titles
Tech stack
1
tools in use
Monthly traffic
54
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- BP
Brad Playford
Financial Advisor · Finance & Accounting
EmailPhone - CS
Colton Strawn
Financial Advisor · Finance & Accounting
EmailPhone - PR
Peter Ross
Portfolio Administrator · Operations
EmailPhone
Showing 3 of 4 verified contacts
Top roles at Copperleaf Capital, Llc
2 distinct titles indexed · top 2 shown.
- 2financial advisor
- 1portfolio administrator
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