Credit Unions are utilizing Copper Financial to enable their wealth management offering.

Lenexa, Kan.— (June 11, 2023)— True Sky Federal Credit Union has selected Copper Financials’ wealth management platform to provide premier investment and financial services to our 60,000-plus credit union members.

True Sky Federal Credit Union members of Oklahoma City now have access to a wealth advisor who is supported by a robust technology platform and the ability to offer financial planning services and various investment vehicles.

“We are excited to partner with Copper Financial to provide this critical service to our members and communities.” said Sean Cahill, CEO of True Sky Federal Credit Union “Being a Credit Union Service Organization (CUSO) means they understand the specific needs of credit union members, and that is very important to meet our promise of making our members’ financial dreams come true.” 

Copper Financial has a mission to provide all credit union members access to wealth management services. “We only work with credit unions, and our partners trust us to approach investing through the eyes of their members.” Justin Steitz, President of Copper Financial said. “We make their members our priority whether they’re investing a little or a lot of money. With us, every investment counts.”

About Copper Financial

Copper Financial is an SEC registered investment advisor, 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. As a wholly-owned subsidiary of CommunityAmerica Credit Union, they understand the importance of meeting members’ unique needs. Their fully digital experience and best- in-class technology platform allows members access to accounts from anywhere at any time. This ensures the advisor and members have more time to focus on what matters—the path to financial peace of mind. Additionally, they are the only credit union-owned Broker-Dealer that offers special needs planning for families, further assisting credit unions in their mission to serve all their members’ needs. To learn more about Copper Financial, visit cu.financial.

About True Sky Federal Credit Union

True Sky Federal Credit Union has been serving the Oklahoma City metro area since 1946. We’re a not-for-profit and member-owned financial institution providing low rates, minimal fees, and customer service that you can’t beat. What started as a desire to help FAA employees with financial needs has grown into more than we could have ever imagined. We strive to serve, empower and enrich our members and communities. Here at True Sky Federal Credit Union, we are truly Oklahomans who are passionate about helping our local communities. Our mission is to serve our members to the best of our ability whether you come in, call in, or click in.

Return to News

Investment and insurance products, including annuities:
Are Not Deposits | Are Not NCUA or otherwise Federally Insured | Are Not Credit Union Guaranteed | May Lose Value