Copper Financial announced today that it has been named a Finalist in the WealthManagement.com 2024 Industry Award (the “Wealthies”) in the Broker-Dealers Service category “Wealth
In collaboration with Apex Fintech Solutions Inc., credit unions now have a digital wealth management solution offered directly to members. LENEXA, Kan., February 26, 2024
Credit Unions are utilizing Copper Financial to enable their wealth management offering Lenexa, Kan.—(June 22, 2023)— True Sky Federal Credit Union (“True Sky”) has selected
Copper Financial Recognized for Wealth Management 360 Portal, Providing Credit Union Members Seamless Access to Multiple Accounts with Single Sign-On Capability Lenexa, Kan.—July 6, 2022—Copper
Adding value to the Financial Advisor – Member Relationship LENEXA, KANSAS (03/4/2022)– Copper Financial, a FINRA registered broker/dealer, SEC registered investment adviser, and insurance agency
FOR IMMEDIATE RELEASE: Copper Financial will Continue to offer a Member-First Mindset backed by Best-in-Class Technology LENEXA, KAN. (July 26, 2021) – CommunityAmerica Financial Solutions,
New Tool will Better Help Advisors Assess Client Goals and Risk Tolerance LENEXA, KAN. (June 30, 2021)– CommunityAmerica Financial Solutions, LLC (“CAFS”) announced today their
APEX CLEARING PARTNERS WITH COMMUNITYAMERICA FINANCIAL SOLUTIONS TO PROVIDE CREDIT UNIONS A FRICTIONLESS EXPERIENCE Partnership with Apex enhances speed, efficiency, and flexibility to deliver unparalleled
CommunityAmerica Financial Solutions, LLC (CAFS) today announced a new partnership with Ash Brokerage, the largest privately-held insurance broker in the United States. As a FINRA registered broker/dealer, SEC registered investment adviser, and insurance agency owned by CommunityAmerica Credit Union, the partnership allows CAFS to expand its insurance-based solutions offered to credit union members across the country.
CommunityAmerica Financial Solutions (CAFS), a FINRA registered broker/dealer and SEC registered investment adviser owned by CommunityAmerica Credit Union, announced today they have signed University Credit Union (UCU) as an Investment Program client. UCU, a $780 million credit union headquartered in California, is the latest client to join the Program.
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Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), Member FINRA/SIPC. Copper Financial is a SEC registered investment adviser. Products offered through Copper Financial: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Federal Credit Union.
