Joe Yates
Wealth Advisor at Copper Financial
Based in Kansas City, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Kansas City
Industry
Financial Services
Company size
47
Contact information
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j•••••••@cu.financial
Phone
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Background
About Joe Yates
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.
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