Organization Name: Copper Financial Network, LLC

NACUSO Membership: Gold

Year Formed: 2001

Description of Your Services: Copper Financial (formerly known as CommunityAmerica Financial Solutions, LLC) is a CommunityAmerica Credit Union owned CUSO operating as a FINRA registered Broker-Dealer, SEC registered investment adviser and state registered insurance agency. Copper Financial operates as the wealth management firm supporting not only CommunityAmerica Credit Union members, but also partnering with other credit unions to provide wealth management services across the country to other credit union members. Copper Financial can serve in this capacity based on the firm’s management experience in the industry, as well as their best-of-breed technology offering supporting credit union financial advisors and the members they serve.

Number of Credit Union Customers: 3

Percentage of Users/Customers that are Credit Unions: 100

Are You a CUSO?: Yes

Are there investment opportunities for credit unions?: No

Are you currently seeking additional users/customers?: Yes

Do you offer discounts or other benefits for NACUSO Members?: No

Website Link: https://cu.financial/

Additional Information:

• How Credit Unions Can Engage More Members With Holistic Advice
• More Workers Want Financial Advice
• 8 Questions Credit Unions Should Ask Prospective Investment Program Partners

 

• Partnership with Apex Clearing
• Partnership with Riskalyze