CommunityAmerica Financial Solutions, LLC Disclosure
- Form CRS – Investment Adviser
- Form CRS – Broker-Dealer
- Regulation Best Interest Disclosure
- Firm Brochure (Form ADV Part 2A)
- Employer Retirement Plan Rollover Disclosure
- Brokerage Account Fees
- Privacy Policy
- Business Continuity Plan
- Product Provider Compensation Disclosure
- Retirement Plan Service Provider Disclosure Information
- Order Execution and Routing Practices (SEC Rule 606)
All investment products and services:
- Are not NCUA/NCUSIF or otherwise federally insured
- Are not guarantees or obligations of the credit union
- May involve investment risk including possible loss of principal
Securities and advisory services offered through CommunityAmerica Financial Solutions, LLC (“CAFS”), Member FINRA/SIPC. CAFS is a SEC registered investment advisor. Products offered through CAFS: 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. CAFS is a wholly-owned subsidiary of CommunityAmerica Credit Union.