Advisor
Joe Kraemer
“My goal is to help create a plan that allows every member to achieve their financial peace of mind.”
My passion is understanding what drives you so I can help build a plan to achieve your financial goals. I do not believe there is a one-size fits all approach, so understanding what is important to you allows me to tailor recommendations that work uniquely for your situation. And as things change in your life, I am here to help you adjust your plan so you can continue to make progress toward your goals.My wife Christine and I live in Lee’s Summit with our two daughters and chocolate lab, Wade.
Call today to set up a no-obligation conversation about your financial well-being.
Primary Location
Blue Springs Outer Road Branch
Securities and advisory services offered through Copper Financial Network (“Copper Financial”), LLC, Member FINRA/SIPC. Copper Financial is a SEC registered investment adviser. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Credit Union. Wealth Management by CommunityAmerica is a marketing name used by Copper Financial. For important disclosures from Copper Financial, including our Form CRS, please visit here. Investment and insurance products, including annuities:
|
Are Not Deposits |
Are Not NCUA or otherwise Federally Insured |
Are Not Credit Union Guaranteed |
May Lose Value |
This site is intended only for residents of the states in which CuFi and the listed financial representative is licensed. For a list of states and to learn more about CuFi and its financial representatives, visit FINRA’s BrokerCheck.