Resources
Financial News and Insights
Navigating the Great Wealth Transfer
How Credit Unions Can Prepare For The Great Wealth Transfer By: Copper Financial Over the next two decades, the world will witness a historic transfer
Unleashing the Power of Digital Investing | Credit Union Wealth Management
Transforming Credit Unions and Member Wealth By: Copper Financial In the world of finance, where innovation is the heart of progress, digital investing tools have
The Wealth Management Opportunity | Keep Your Credit Union Ahead of the Curve
The Credit Union Wealth Management Opportunity By: Copper Financial In this podcast featuring Justin Steitz, President of Copper Financial, discover how misconceptions associated with credit
Press Releases
Copper Financial is Named a Finalist in the WealthManagement.com 2024 Industry Awards
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 Management for Credit Unions”. Lenexa, Kansas. July 11, 2024 — Copper Financial announced today that it has been named a Finalist in the WealthManagement.com 2024
Copper Financial launches Guided Investing for Credit Unions
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 – Copper Financial Network LLC, an SEC registered investment adviser and FINRA registered broker-dealer, announced today it has launched Guided Investing – a digital tool
Copper Financial Launches Wealth Management Solutions for True Sky Federal Credit Union Members
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’s wealth management platform to provide premier investment and financial services to their 60,000-plus credit union members. Credit union members of Oklahoma City-based True
