Meet With Ian Cole and Seth Hofstetter
Request an appointment with Ian Cole and Seth Hofstetter, Wealth Advisors at Copper Financial."*" indicates required fields
Disclosures
Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), a broker-dealer and SEC registered investment adviser. Member FINRA/SIPC. United Nations Federal Credit Union (“UNFCU”) has contracted with Copper Financial to make non-deposit investment products and services available to its members. Representatives are registered with Copper Financial. UNFCU is not a broker-dealer or investment adviser and is not affiliated with Copper Financial. UNFCU Advisors, LLC (“UNFCUA”) is also not affiliated with Copper Financial. All Copper Financial written communications, forms, and literature are required to be in English.
For important disclosures from Copper Financial, including our Customer Relationship Summary, please visit here.
Copper Financial accounts are subject to the fees outlined in the applicable Advisory Brochure, Regulation Best Interest Disclosure and/or Brokerage Fee Schedule available on our website.
*Not all Copper Financial products and services are available in all locations. You may be referred by UNFCU to an unaffiliated independent financial advisor outside of the United States based on your location and the type of account you are interested in.
Are Not Deposits | Are Not NCUA or otherwise Federally Insured | Are Not Credit Union Guaranteed | May Lose Value |
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Copper Financial Network, LLC (“Copper Financial”) has an agreement with United Nations Federal Credit Union (“UNFCU”) whereby Copper Financial offers investment products and services to members of UNFCU that are referred to Copper Financial by UNFCU or its affiliates. UNFCU and its affiliates are not clients of Copper Financial. In exchange for the referrals from UNFCU and its affiliates, Copper Financial pays UNFCU a referral fee, which represents a portion of the commissions and fees generated from investment advisory accounts, brokerage accounts, and insurance contracts opened and maintained by members of UNFCU. The referral fee is paid to UNFCU as long as your accounts are open with Copper Financial and UNFCU and Copper Financial maintain their agreement. Contact compliance@cu.financial to obtain the specific range of the referral fee paid by Copper Financial to UNFCU. The financial professional who recommends investment products and services to you is an employee of Copper Financial and the amount of compensation the financial professional receives is determined by Copper Financial.
The payment of referral fees by Copper Financial to UNFCU creates a conflict of interest by incentivizing UNFCU and its affiliates to make referrals to Copper Financial. UNFCU receives the same referral fee from Copper Financial regardless of the type of account or investment you hold with Copper Financial.
UNFCU does not provide investment services. Please note that representatives are employees of Copper Financial and not affiliated with or employed by UNFCU or UNFCUA. Copper Financial pays a fee to UNFCU for referring UNFCU members to Copper Financial for investment products and services.
Investments are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of UNFCU, and may involve investment risk, including possible loss of principal.
