Michael Patrick Haggerty

Current Employers

Employment History

• 03/2003 → Present
  Copper Financial Network Llc
  Lenexa, KS
• 02/2023 → Present
  Communityamerica Credit Union
  Lenexa, KS

Previous Registrations

• 2003-03-10 → 2014-05-19
  Cuso Financial Services, L.P.
  Overland Park, KS
  Overland Park, KS
  Overland Park, KS
  Kansas City, MO
  Shawnee, KS
  Bridgeton, MO
  Overland Park, KS
  Lenexa, KS
• 1999-03-25 → 2003-02-27
  Citigroup Global Markets Inc.
  St. Louis, MO

Other Businesses

(1) Directed Account Plan (DAP Retirement); Investment-related; N/A; Defined Contribution Plan in which Copper's parent company, CommunityAmerica Credit Union, is plan sponsor and Copper employees are participants; Board Member; August 3, 2015; 3 hrs; 3 hrs; Strategic oversight and voting member. (2) CommunityAmerica CUSO One; Investment-related; 9777 Ridge Dr Lenexa KS 66219; wholly-owned subsidiary of CommunityAmerica Credit Union which is the sole owner of Copper and majority owner of TruHome companies; President; July 30, 2016; 80 hrs; 80 hrs; Manage day-to-day business of the holding company. (3) TruHome Solutions; Investment-related; 9777 Ridge Dr Lenexa KS 66219; Mortgage originator and servicing company for 30+ credit unions; Board of Directors; July 30, 2016; 2 hrs; 0 hrs; Board oversight. (4) Boys and Girls Club of Greater KC; Not investment-related; 4001 Dr. Martin Luther King Blvd, Kansas City MO 64130; Charitable organization; Board Member; Jan 1, 2019; 1 hr; 0 hrs; Board member. (5) NACUSO; Investment-related; N/A; Credit union CUSO advocacy; Board Member; April 1, 2022; 2 hrs; 2 hrs; Board oversight. (6) CommunityAmerica Credit Union; Investment-related; 9777 Ridge Dr Lenexa LS 66219; Credit union; COO; Feb 28, 2023; 160 hrs; 160 hrs; Oversee credit union operations.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-03-16
• S63 Uniform Securities Agent State Law Examination
  1999-03-05

Designations

Other Names

• Mike Haggerty