Jeff Vineyard

Background

About Jeff Vineyard

The thing I love most about what I do is the problem solving. Creating a portfolio that accomplishes your goals is a challenge—a challenge many people don’t have the time or attention to take on. That’s where I come in. I’ll make sure we are picking the investments that will solidify the financial future you envision. I’m lucky in that I get to live and work in the same community I grew up in. That means the people I work with are families I’ve known for many years. That closeness and familiarity is what helps me understand the unique needs, dreams and desires of the CommunityAmerica members I serve. It feels good, after a decade of experience with regional and national firms, to put my skills to work for my neighbors here in Kansas City. My office serves clients across the country. Securities licensed in the following states and territories: AR, AZ, CA, CO, FL, GA, IA, IL, KS, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, TN, TX, VA. FINRA licenses: General Securities Representative (Series 7) Interstate Securities (Series 63) Registered Investment Advisor (Series Securities and advisory services offered through Copper Financial Network, LLC (“CuFi”), Member FINRA/SIPC. CuFi is a SEC registered investment advisor. 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. Wealth Management by CommunityAmerica is a marketing name used by CuFi. This site is intended only for residents of the states in which CuFi and the listed financial representative are licensed. Visit cu.financial/disclosures to read CuFi’s Electronic Communications Guidelines.