ChooseAFinancialAdvisor.com
Advisors / Missouri / Pleasant Valley
7yrs

Suzanne Wallace

Full name on record: Suzanne E Wallace

Financial advisor at Copper Financial

Suzanne Wallace has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Pleasant Valley, Missouri. After three years at Boulder Investment Group and three years at Edward Jones, Suzanne joined Copper Financial in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Copper Financial reports being paid through a percentage of assets, hourly fees, and flat fees.

Pleasant Valley, MO 64068Fiduciary advisor
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At a glance

Experience7 years (since 2019)
How that compares ?7 years in the industry
Office8100 NE US Highway 69, Pleasant Valley, MO 64068
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$98,603
Advisors at the firm39
States licensed ?1 state

Services through Copper Financial

Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. May 2025 – now
    Copper FinancialCurrent firm
  2. 2022 – 2025
  3. 2019 – 2022
    Edward JonesPreviously

Contact Suzanne

(913) 905-3600Firm headquarters in Lenexa, KS. Ask for Suzanne. 8100 NE US Highway 69
Pleasant Valley, MO 64068Office · Get directions LinkedIn pageCopper Financial

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Questions to ask Suzanne

Tailored to Suzanne’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Suzanne

How do I contact Suzanne?

Call Copper Financial at (913) 905-3600 and ask for Suzanne Wallace. Suzanne works from the Pleasant Valley, MO office.

How long has Suzanne been a financial advisor?

Suzanne has been in the industry since 2019, about 7 years. 7 years in the industry.

What licenses does Suzanne hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Suzanne a fiduciary?

Suzanne is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Suzanne paid?

Copper Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Suzanne for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.