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Copper Financial

EST. AUM
$410,682,447

CONTACTS
25

CLIENT ACCOUNTS
4,987

Firm Details

Metro area Wichita
CRD Number 168203
Website cu.financial
Client types

Overview

Copper Financial, formerly CommunityAmerica Financial Solutions, LLC, is a broker-dealer and registered investment advisor (RIA) firm founded in 2001 as a credit union service organization (CUSO) under CommunityAmerica Credit Union. The firm transitioned from an outsourced model to a dual employee structure within the credit union before becoming a FINRA-registered broker-dealer in 2014 to serve other credit unions. It rebranded as Copper Financial in 2021 and provides wealth management services to credit unions and their advisors as a credit union-owned broker-dealer RIA firm.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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