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Caleb Allen Padgett

Investment Adviser Representative at Copper Financial

Olathe, KSCRD #6785519Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Caleb Allen Padgett is an investment adviser representative with Copper Financial in Olathe, KS, where they have been registered since 2023. They have worked in the securities industry since 2022 and were previously registered with Commerce Brokerage Services, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Kansas and Texas.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Kansas, Texas
Broker:
7 states and territories

Alabama, Kansas, Kentucky, Missouri, Pennsylvania, Tennessee, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 2/10/2023
Series 65
Uniform Investment Adviser Law Examination
Passed 1/27/2023
Series 7
General Securities Representative Examination
Passed 4/22/2022
SIE
Securities Industry Essentials Examination
Passed 11/15/2021

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Copper FinancialCurrent
1/31/2023 – Olathe, KS
Commerce Brokerage Services, Inc.
4/23/2022 – 10/18/2022Lenexa, KS

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Commerce Bank
    Jun 2018 – Oct 2022Lenexa, KS
  2. Emprise Bank
    Jul 2017 – Jun 2018Hays, KS
  3. Crawford County Mental Health
    May 2015 – Jun 2017Pittsburg, KS
  4. Commerce Brokerage Services Inc
    Jan 2022 – Oct 2022Lenexa, KS
  5. Copper Financial Network, LLC
    Nov 2022 – no end date reportedLenexa, KS

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Copper Financial

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthOther

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
40
Offices listed on AdvisorFinder:
30
Main office:
Lenexa, KS
SEC file number:
801-89168

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 3, 2026

View full firm profile

Other advisors at Copper Financial

Showing 12 of 40 in the directory

View Copper Financial firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Caleb Allen Padgett has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Caleb Allen Padgett (Copper Financial) - Fees & Credentials