Advisor

Joe Yates

Joe Yates

My practice focuses on helping members establish peace of mind by developing a comprehensive financial plan anchored by the member’s aspirations.

We will focus not only on the growth of assets but also the distribution of them once in retirement. My plan is to preserve your lifestyle for the long term. By creating a meaningful relationship with members, I can understand your needs and desires.

 

“My wealth management approach is a holistic one through integrating financial planning and risk management along with insurance strategies and retirement income planning.”

 

My roots have been and always will be here in Kansas City. My wife, Alisa, and our two sons live in Platte County, Missouri. I stay active in the community and have a passion to serve. Outside of faith, my biggest enjoyments are watching my boys grow up, traveling, cooking, winery-hopping and of course our Kansas City Chiefs!

 

Call today to set up a no-obligation conversation about your financial well-being.


Primary Location

Tiffany Springs Branch
9060 NW Skyview Avenue
Kansas City, MO 64154

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 Obligations of or Guaranteed by the Credit Union

May Lose Value


This site is intended only for residents of the states in which Copper Financial and the listed financial representative is licensed. For a list of states and to learn more about Copper Financial and its financial representatives, visit FINRA’s BrokerCheck.