Gratitude is the heart of Thanksgiving. Today, we're thankful for the moments that connect us, the people who inspire us, and the opportunities to grow and give back. Wishing you and your loved ones a holiday filled with warmth and joy. Happy Thanksgiving! #thanksgiving #memberfocused #financialwellbeing #financialwellness #financialliteracy #Fintech #creditunion #wealthmanagement
Copper Financial
Financial Services
Lenexa, Kansas 1,475 followers
Customized investment programs for credit unions and their members.
About us
Copper Financial provides credit unions a member focused experience by delivering a fully integrated investment program that has your members' best interests in mind – and they don’t need to hit a certain income bracket or savings level to get started. With an array of best-in-class technology, coupled with more than 20 years of investment experience, we have built investment programs from the “inside” with direct guidance and oversight from an executive team who has walked in your shoes. Through our Financial Professionals, we offer a comprehensive suite of investment services including Financial Planning, IRAs, Rollovers, Trust Services, and Insurance, to name a few. And Copper Financial is CUSO owned, so we truly understand what it means to put members’ needs first. Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), Member FINRA/SIPC. Copper Financial 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 Credit Union. Any links to third-party websites are provided for information purposes only. Copper Financial is not affiliated with and does not endorse, authorize, or sponsor the website or its respective sponsors. Copper Financial is not responsible for the content of the website or the collection or use of data the website may collect. For important disclosures from Copper Financial, including our Electronic Communications Guidelines, please visit cu.financial/disclosures.re.
- Website
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https://cu.financial
External link for Copper Financial
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Lenexa, Kansas
- Type
- Privately Held
- Founded
- 2001
- Specialties
- Financial Planning, Retirement, IRA, Wealth Mangement, Investment Advisor, Rollover, 401(k), Trust Services, Special Needs Center, Independent Advice, Annuities, Mutual Funds, Managed Money, Roth IRA, Tax Planning, Financial Advisor, Fee-based Advisor, 529 College Savings Plan, Non-Qualified, and Wealth Transfer
Locations
Employees at Copper Financial
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Kam Sahota-Middleton CFP
Mortgage Loan Officer NEXA Mortgage 1787621, mother, serial manifestor, Reverse Mortgage specialist, Recruiter,Mortgage Planning Specialist AND…
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Ron Yount, CFP®
Wealth Advisor at Wealth Management by CommunityAmerica
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Joseph Luisi
Director, Investment Professional, Community America Financial Solutions, LLC / Investment Advisor Representative, UNFCU Advisors LLC
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Alyssa Akers
Vice President, Risk & Business Administration at Copper Financial
Updates
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Honoring the bravery and sacrifices of our veterans today and always. Thank you for your service. #veteransday #memberfocused #financialwellbeing #financialwellness #financialliteracy #Fintech #creditunion #wealthmanagement
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Today, we honor Labor Day by celebrating the dedication of millions of hardworking individuals across the nation, including the thousands who support credit unions. At Copper Financial, we appreciate our team and the countless workers who drive progress and innovation. Together, we are committed to empowering credit union members, helping them achieve financial well-being and success. Here's to all the hardworking hands that build our future. Happy Labor Day! #laborday #memberfocused #financialwellbeing #financialwellness #financialliteracy #Fintech #creditunion #wealthmanagement #invest #memberengagement #digitalinvesting #roboadvisor #demo
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Celebrating the land of the free and the home of the brave. Happy Independence Day! #July4th #IndependenceDay #CreditUnion #WealthManagement
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A special shoutout to our incredible sponsors at #CopperConnect2024! We deeply appreciate your support and insights you provided. Thank you to: Apex Fintech Solutions, Equitable, Brighthouse Financial, Orion, Morningstar, F&G, Security Benefit, Transamerica #memberfocused #financialwellbeing #financialliteracy #fintech #creditunion #wealthmanagement #invest #memberengagement #digitalinvesting #roboadvisor
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Last night, we wrapped up the 2024 Copper Connect Conference with a delightful evening in Kansas City featuring a live rooftop performance from the Nashville-based country music duo, Luke and Kaylee. Throughout the day, we gained valuable insights from Apex Fintech Solutions and viewed a demonstration from Orion on their dynamic risk intelligence financial planning tool. It was wonderful to have our nationwide team together for the weekend, spending quality time with the Copper Financial family. We are grateful for our team, from our home office in Kansas City, our partner credit unions, to our experienced advisors from across the country. You make Copper Financial who we are, as we pave the way for a future of financial peace of mind for all credit union members. Until next year! #memberfocused #financialwellbeing #financialwellness #financialliteracy #Fintech #creditunion #wealthmanagement #invest #memberengagement #digitalinvesting #roboadvisor
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Day 2 of the 2024 Copper Connect Conference was amazing! President Justin Steitz engaged the audience with a review of the past year’s accomplishments, including the launch of Guided Investing and the onboarding of new credit union partners. He also highlighted the promising opportunities ahead as we aim to expand our partnerships and offer investment solutions to even more credit unions and their members. A big thank you to F&G for sponsoring Richard Weylman's motivating keynote speech, and to Equitable, Brighthouse Financial, and Morningstar for sharing their insights with our team. We ended the day with roundtables and a thrilling Sporting Kansas City soccer game. Today is the final day, and we can't wait to see what's next! #memberfocused #financialwellbeing #financialwellness #financialliteracy #Fintech #creditunion #wealthmanagement #invest #memberengagement #digitalinvesting #roboadvisorhas
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Last night, we kicked off our annual Copper Connect Conference with a memorable evening at the Negro Leagues Baseball Museum, topped off with JOE'S KANSAS CITY BAR-B-QUE, INC. We’re looking forward to a day full of insightful conversations and collaboration during the general session and presentations. Let's keep the momentum going!
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Our annual Copper Connect Conference starts tonight! The team is excited for a fantastic weekend full of fun, industry insights, and collaboration. Let's make this event unforgettable as we celebrate another year of milestones on our path to helping all credit union members achieve financial peace of mind! #memberfocused #financialwellbeing #financialwellness #financialliteracy #Fintech #creditunion #wealthmanagement #invest #memberengagement #digitalinvesting #roboadvisor
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We are delighted to announce that Copper Financial has partnered with Union Pacific Streamliner Federal Credit Union to offer investment services to its members. Approximately 2,500 UPSFCU members now have access to a range of investment solutions. This collaboration also marks the beginning of a long-term partnership with CU*SOUTH. Through Copper Financial’s integration with CU*South’s online banking platform, credit unions can now offer investments to their members through a single sign-on, all within their online banking portal. With this integration, members can bank, save, and invest all in one place. At Copper Financial, our mission is to enhance the financial well-being of all credit union members, and this partnership is another significant step towards achieving that goal. #memberfocused #financialwellbeing #financialwellness #financialliteracy #Fintech #creditunion #wealthmanagement #invest #memberengagement #digitalinvesting #roboadvisor
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