Adam Eiklor has been an investment adviser representative at Copper Leaf Financial since July 2026, and is not listed among the firm’s executive officers or direct owners. Adam Eiklor holds an Associate's degree in Liberal Studies from Community College of Vermont.
Copper Leaf Financial, LLC is a Williston, VT firm with $220M under management, 155 clients and 4 advisers across 2 offices, as of its February 2026 filing.
Adam Eiklor is a Client Services Associate at Copper Leaf Financial. He recently passed the Series 65 Uniform Investment Adviser Law Examination in support of the firm and its clients.
- Copper Leaf Financial, LLCCurrent– present · under a yearWilliston, VT · Adviser representative · Firm CRD 285378
Investment adviser representative registrations
Adam Eiklor is registered as an investment adviser representative in Vermont, since July 2026.
- VermontSince 23 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 July 2026 |
| SIE | Securities Industry Essentials Examination | 2 February 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Adam Taylor Eiklor
- CRD
- 8295529
- Firm
- Copper Leaf Financial · CRD 285378
- Office
- 33 BLAIR PARK ROAD, SUITE 203, Williston, VT 05495
- Registration
- Investment adviser registration
- In the industry since
- July 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- copperleaffinancial.com
Where does Adam Eiklor work?
Adam Eiklor is an investment adviser representative registered through Copper Leaf Financial, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Adam Eiklor a financial advisor?
Yes. Adam Eiklor has a current investment-adviser registration in Vermont, through Copper Leaf Financial since July 2026.
How many years of experience does Adam Eiklor have?
Adam Eiklor has 0 years in the financial industry, since July 2026, across 1 adviser firm.
What exams has Adam Eiklor passed?
Adam Eiklor has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in February 2026.
Where is Adam Eiklor based?
Adam Eiklor’s registered office is in Williston, VT.
Is Adam Eiklor registered with FINRA?
No. Adam Eiklor has no current broker registration.
How can I verify Adam Eiklor’s record?
Search CRD 8295529 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Adam Eiklor’s full registration record.
