Copperwynd Financial LLC

Copperwynd Financial LLC, a Limited Liability Company based in Arizona, has been approved by the U.S. Securities and Exchange Commission since April 2007. With seven employees, four of whom are in advisory roles, the exact number of clients served by the company is unknown.

• DAVID BLANE DAUGHTREY

  MANAGING MEMBER owns more than 50% but less than 75%

• ERICK SCOT NEWTON

  MEMBER & CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%

• JACOB O EGGETT

  MEMBER owns more than 5% but less than 10%

• LYNDA KRANTZ ELLEY

  MANAGING MEMBER owns more than 10% but less than 25%

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• Investing in the Future: Copperwynd Financial's Q3 vs. Q4 2022 Holdings Comparison

• PEOPLES UTAH BANCORP $17,240k
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