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NACUSO Marketplace Provider

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.
Services You Provide:
Insurance Services:Life InsuranceLong Term Care InsuranceAnnuities
Investment Services:Securities Sales to MembersAdvisory Services for MembersFinancial and Estate Planning for MembersConsulting Re: Member Investment ServicesSecurity Sales/Advisory Services for Credit Union Portfolios
Trust Services:Trust Services for Members
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
Describe Your Business Model:Fee for services.
Are you currently seeking additional users/customers?: Yes
Do you offer discounts or other benefits for NACUSO Members?: No
Website Link:
Contact Information:Justin SteitzChief Operating Officer 9777 Ridge Drive
Suite 360
Lenexa, KS 66219
913.905.8192 913.905.8192 (fax)
Mike HaggertyPresident9777 Ridge Drive
Suite 360
Lenexa, KS 66219
913.905.8116913.905.8116 (fax)

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