Disclosures
To learn more about Copper Financial and its financial representatives, visit FINRA BrokerCheck.
Securities and advisory services are offered through Copper Financial Network, LLC (“Copper Financial”), an SEC-registered investment adviser. Member FINRA/SIPC. EFCU Financial Federal Credit Union (“EFCU Financial”) has contracted with Copper Financial to make non-deposit investment products and services available to its members. EFCU Financial and EFCU Investment Solutions are not broker-dealers or investment advisers and are not affiliated with Copper Financial.
Please review our Customer Relationship Summary for information on the products and services we offer and the nature of the relationship we have with our clients.
Copper Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. All investing involves risk, including the possible loss of money you invest. Past performance is not a guarantee or indication of future performance.
Investment and insurance products offered through Copper Financial:
Are Not Credit Union Deposits or Obligations | Are Not NCUA or Otherwise Federally Insured | Are Not Credit Union Guaranteed | May Lose Value
1Guided Investing is an investment advisory service offered by Copper Financial. For additional information on Guided Investing please see our Additional Disclosures. There is a .25% annual management fee for assets under management. Please see our Brokerage Fee Schedule for information on account servicing and maintenance fees that will also apply to your account. The ETFs in your account are also subject to expenses charged by the manager of the ETFs. See the Guided Investing Wrap Fee Program Fee Brochure for a full discussion of all associated fees and expenses.
2Wealth Advisors are able to offer different advisory, securities, and insurance products. Account minimums and fees for products available through a Wealth Advisor vary by product.
EFCU Financial has contracted with Copper Financial to provide investment products and services to EFCU Financial members. EFCU Financial is not a client of Copper Financial. EFCU Financial will receive compensation from Copper Financial if you open an account with Copper Financial. This compensation creates an incentive for EFCU Financial to refer clients to Copper Financial. For additional information please see the Program Credit Union Referral Fee Disclosure available here.
The terms “mobile app” or “app” refer to the EFCU Financial online banking application.
