Copper Financial

About

Investment Planning for Your Members | Copper Financial Skip to content Menu Advisor Portal Invested In Your Members We approach investment planning through the eyes of your members, because helping your members plan for their financial future is our business. Members First, Always Copper Financial Network, LLC (“Copper Financial”) is an SEC registered investment adviser, FINRA registered Broker-Dealer and state registered insurance agency offering a breadth of investment and financial planning services to credit union members across the country. Copper Financial offers easy, convenient, and accessible options through digital investing tools, as well the more traditional model of a relationship with a wealth advisor for members with more complex needs. We are a CUSO owned by CommunityAmerica Credit Union and only work with credit unions so your members can expect to always be our priority, whether they’re investing a little or a lot of money. With us, it all counts. You can find other important Copper Financial disclosures here . If you’d like to learn more about Copper Financial or our financial advisors, please check us out on FINRA’s BrokerCheck . What Makes Us Different? An award-winning, cloud-based advisor platform State-of-the-art practice management tools Front-and-center branding efforts Seamless access to member portal through online banking Collaboration with our executive team to build your vison Best-in-Class Technology No more software systems that don’t talk to

Key Contact

Geographic Focus