Advisor
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.
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Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), a broker-dealer and SEC registered investment adviser. Member FINRA/SIPC. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Credit Union (“CommunityAmerica”) and makes non-deposit investment products and services available to its members. Representatives are registered with Copper Financial. CommunityAmerica and Wealth Management by CommunityAmerica are not broker-dealers or investment advisers. For important disclosures from Copper Financial please visit here.
Copper Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.
Link to the Copper Financial Customer Relationship Summary.
Investment and insurance products offered through Copper Financial:
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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.