CommunityAmerica Financial Solutions, LLC Disclosure
Our Disclosures:
- Form CRS – Investment Adviser
- Form CRS – Broker-Dealer
- Regulation Best Interest Disclosure
- Firm Brochure (Form ADV Part 2A)
- Wrap Fee Program Brochure (Form ADV Part 2A Appendix 1)
- 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 & 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 wholly-owned subsidiary of CommunityAmerica Credit Union. Wealth Management by CommunityAmerica is a marketing name used by CAFS. CAFS is a SEC registered investment advisor. For important disclosures from CAFS, please visit here. Investment and insurance products, including annuities:
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Are Not Deposits |
Are Not NCUA or otherwise Federally Insured |
Are Not Bank Guaranteed |
May Lose Value |