For Credit Unions
We Understand Credit Unions
At Copper Financial, we understand that every credit union is unique. That’s why, through our comprehensive investment program – from digital investing solutions to experienced wealth advisors – we’re built to accommodate what sets your credit union apart.
Copper Financial (“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.
Best-in-Class Technology
- State-of-the-art practice management tools in a cloud-based platform with a 360-degree view
- Front-and-center branding for seamless access to information
- Aggregated online account view
- Single sign-on client portal connected to your online banking
- Service-focused back office
- A powerful advisor experience to match
- End-to-end online application process
- Digital Investing Solutions to make investing easier for members
Partnership
Our goal is to help you better prepare your members for their financial future. We’ll provide the growth strategies, blueprints, and services for you to build an investment program to support your members because we’re committed to your success.
Let us show you the way beyond technology.
It’s difficult finding a partner who has built an investment program from the “inside” and is willing to invest the time. Our investment program offers you direct guidance and oversight from our Copper Financial executive team. And a partner that has been in your shoes, will be a partner willing to invest in your investment program.
Allow your advisors to invest into their member relationships, not the busy work. We’ll offer our back-office which comes with full clearing, custodial services, streamlined regulatory compliance, and trust services.
Copper Financial prides itself on being a trustworthy name in the world of credit unions. Whether your credit union needs to advance its wealth management practice or start from scratch, we will create a customized program that works for you and your members.
Adjustable Investment Options
With a wide array of investment options and robust insurance consultations and services, you’ll be able to accommodate investments and advice for each member, providing them with an unmatched experience.
Here is a list of the options we offer:
- Dual Employee allows your registered representative to offer investment services at your credit union through Copper Financial.
- Our Hybrid RIA allows us to serve as your broker-dealer and pull RIA activity into our platforms, providing a place to manage investments.
- The Managed Program lets you offer your credit union members financial planning and investment services.
- With Clear-Through Broker/Dealer you can talk to us about our full suite of clear-through options from backoffice to technology if you already have a broker/dealer.
All-In-One Integrated Solutions
Whether your credit union needs to advance its wealth management practice or start from the very beginning, we will create a customized program that works for you and your members.
Copper Financial is the behind-the-scenes business partner that can be trusted.
To make your investments grow, we believe in investing in technology. Our portal is top of its class to meet every member’s financial needs.
