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 * About Us
 * For Credit Unions
 * For Members
 * Resources
   * Resources
   * Press Releases
 * Disclosures
 * Privacy
 * Contact Us

Menu
 * About Us
 * For Credit Unions
 * For Members
 * Resources
   * Resources
   * Press Releases
 * Disclosures
 * Privacy
 * Contact Us


ADVISOR PORTAL

 * About Us
 * For Credit Unions
 * For Members
 * Resources
   * Resources
   * Press Releases
 * Disclosures
 * Privacy
 * Contact Us

Menu
 * About Us
 * For Credit Unions
 * For Members
 * Resources
   * Resources
   * Press Releases
 * Disclosures
 * Privacy
 * Contact Us


ADVISOR PORTAL


INVESTED IN YOUR MEMBERS


WE APPROACH INVESTMENT PLANNING THROUGH THE EYES OF YOUR MEMBERS, BECAUSE
HELPING YOUR MEMBERS PLAN FOR THEIR FINANCIAL FUTURE IS OUR BUSINESS.

MEMBERS FIRST, ALWAYS

Copper Financial (“CuFi”) is an SEC registered investment adviser, FINRA
registered Broker-Dealer and state registered insurance agency offering a
breadth of investment and financial planning services to credit union members
across the country.

We are a CUSO owned by CommunityAmerica Credit Union and only work with credit
unions so your members can expect to always be our priority, whether they’re
investing a little or a lot of money. With us, it all counts. 


WHAT MAKES US DIFFERENT?

An award-winning, cloud-based advisor platform

State-of-the-art practice management tools

Front-and-center branding efforts

Seamless access to member portal through online banking

Collaboration with our executive team to build your vison


BEST-IN-CLASS TECHNOLOGY

No more software systems that don’t talk to each other. No more hacked together
legacy systems. No more “because that’s the way they’ve always done it”.

COPPER FINANCIAL OFFERS A PROPRIETARY TECHNOLOGY STACK, BUILT SPECIFICALLY FOR
FINANCIAL ADVISORS AT CREDIT UNIONS.

 * Fully integrated technology suite
 * Secure data architecture
 * Single, cloud-based platform with a 360-degree view


Whether your credit union needs to advance its wealth management practice or
start from the very beginning, we will create a customized program that works
for you and your members.


COPPER FINANCIAL IS THE BEHIND-THE-SCENES BUSINESS PARTNER THAT CAN BE TRUSTED.

In order to make your investments grow, we believe in investing in technology.
Our portal is top of its class in order to meet every member’s financial needs.
Set Up a Demo

Client Relationship Summary



To learn more about Copper Financial and its financial representatives, visit
FINRA BrokerCheck.


For important information please review our Disclosures. Click here to access
our Privacy Center.

Securities and advisory services offered through Copper Financial Network, LLC
(“CuFi”), Member FINRA/SIPC. CuFi is a SEC registered investment adviser.
Products offered through CuFi: 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. CuFi is a wholly-owned
subsidiary of CommunityAmerica Credit Union.


COPYRIGHT © 2021 COPPER FINANCIAL NETWORK, LLC ALL RIGHTS RESERVED