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Community 1st Credit Union is a Ottumwa, IA-based company in the Financial Services sector.
Clear Street is a new prime broker founded by industry veterans. We understand firsthand the challenges facing today`s most active market participants and are taking a technology-first approach to modernizing, and improving, the brokerage experience. Launched in 2018, Clear Street is the first prime built on cloud-based infrastructure. Our platform offers clients easy access to everything they need to trade, including execution, financing, clearing, and custody. On an average trading day, clients use Clear Street to process more than $3 billion in trades of U.S. equities and options.
Earnest is a technology enabled lender that evaluates a persons full education, employment, and financial profile. By looking beyond a simple credit score we can reward financially responsible people with better rates than traditional lenders, on personal loans and student loan refinancing. In addition, we have created an online dashboard that gives clients the tools to easily customize their loan payments. Earnest does not charge origination or prepayment fees.
Copper Financial ("CuFi") 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, we understand the importance of meeting your members` unique needs wherever they are in their financial journey. Our fully digital experience and best-in-class technology platform allows members access to their accounts from anywhere at any time, and ensures the advisor and member have more time to focus on what matters—the path to financial peace of mind. Additionally, we 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.
We have a very simple goal here at ForUsAll – to fix retirement in America, so that everyone has a fair shot at a brighter financial future. Our consultants, investment advisor representatives, operations team, and technologists can advise you on how to offer a next-gen 401(k) that has built-in administrative and investment fiduciary protection, that works with your existing HR software, and tracks employee eligibility. ForUsAll`s smart plan design, employee onboarding, and communication strategies improve employee engagement and promote your employees` financial wellness. Because our consultants leverage technology and low-cost funds, all this is usually possible for less than what you are currently paying.