Copper Financial
Nikki Bartel has had an extensive career in the financial and customer service industries, with a focus on operations, customer support, and account management. With a Bachelor of Arts in Communication, Nikki has held roles ranging from Lifeskills Specialist in the education sector to Senior Operations Specialist in the financial industry. Nikki's experience includes working at companies such as Copper Financial, Robinhood, Fidelity Investments, and Safeco Insurance, where Nikki has demonstrated expertise in managing cases, supporting clients, and providing excellent customer service. Nikki is also licensed with Finra Series 7, 63, 9/10 & 65, showcasing their dedication to ongoing professional development.
Copper Financial
Copper Financial ("Copper Financial") provides credit unions a member focused experience by delivering a fully integrated investment program that has your members' best interests in mind – and they don’t need to hit a certain income bracket or savings level to get started. With an array of best-in-class technology, coupled with more than 20 years of investment experience, we have built investment programs from the “inside” with direct guidance and oversight from an executive team who has walked in your shoes. Through our Financial Professionals, we offer a comprehensive suite of investment services including Financial Planning, IRAs, Rollovers, Trust Services, and Insurance, to name a few. And Copper Financial is CUSO owned, so we truly understand what it means to put members’ needs first. Securities and advisory services offered through Copper Financial (“Copper Financial”), Member FINRA/SIPC. Copper Financial a SEC registered investment adviser. Products offered through Copper Financial: 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. Copper Financial is a wholly owned subsidiary of CommunityAmerica Credit Union. Any links to third-party websites are provided for information purposes only. Copper Financial is not affiliated with and does not endorse, authorize, or sponsor the website or its respective sponsors. Copper Financial is not responsible for the content of the website or the collection or use of data the website may collect. For important disclosures from Copper Financial, including our Electronic Communications Guidelines, please visit cu.financial/disclosures.re.