Joshua Packman
Advisor at Copper Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Copper Financial
Location
St Louis, MO 63117
Credentials
Series 66
Industry experience
10 years
About
Joshua Packman is a financial advisor at Copper Financial with 10 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial LLC and CUNA Brokerage Services, Inc. Outside of his advisory role, he is a member of two real estate investment LLCs. Copper Financial primarily serves credit union members and a range of individual and institutional clients, offering financial planning, discretionary portfolio management through third-party managers, an in-house asset allocation managed portfolio, and brokerage and insurance products. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, and is a subsidiary of CommunityAmerica Credit Union.
Client services
Based on Copper Financial
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Fees from third-party managers to whom we refer business
Fees from third-party managers to whom we refer business
Expertise
Based on Copper Financial
Retirement income strategy
Long-term care insurance
Income planning
Fee options
In limited situations, financial plans may be prepared for a flat fee; maximum financial planning fee $5,000.
Brokerage commissions apply to brokerage services; specific amounts not stated in brochure.
Financial planning fees generally $250 per hour, negotiable.
Fee-only: Financial planning fees generally $250 per hour, negotiable; maximum fee $5,000 per financial plan; may offer reduced or no charge in some cases.
Location
6510 Clayton Rd
St Louis, MO 63117
Most active in
Joshua P has reported serving >5 clients in these states in the last 12 months.
Missouri
Work history
Copper Financial Network, LLC
2025 - Present (1 year)
LPL Financial
2022 - 2025 (3 years)
CUNA Brokerage Services, Inc.
2015 - 2025 (10 years)
Cuna Mutual Group
2015 - 2025 (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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