Pleasant Hill (Layne Brown, Eric Lobo and Janelle Rees):
Pleasant Hill:
5075 E University Ave., Suite E,
Pleasant Hill, IA 50327
Urbandale:
2400 86th St, Ste 30
Urbandale, IA, 50322
Copper Creek Financial Group, Layne Brown, Daniel Brummel, Eric Lobo and Greg Osby are licensed to sell insurance products in the following states: Iowa, Illinois, Missouri, Texas, Wisconsin, Minnesota, Florida, Alabama and Oklahoma.
All products, coverages, and options are not available in all states, and eligibility requirements will apply. Products and services referenced in this website are provided through multiple companies. Each company has financial responsibility only for its own products and services and is not responsible for the products and services provided by the other companies.
These brief descriptions of coverages available are for illustration purposes only and are not intended as a statement of contract. For actual terms and conditions of coverage provided, refer to your insurance policy.
There are risks involved with investing which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations.
Carefully consider the risks and possible consequences involved prior to making an investment decision.
Layne Brown, Daniel Brummel and Eric Lobo are registered representatives of and securities offered through Securities Management and Research, Inc. (SM&R) Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Copper Creek Financial, SM&R, and BFC Planning, Inc. are independent entities. 19615 - 2020/1/7
Our firm does not provide legal or tax advice. Be sure to consult with your own legal and tax advisors before taking any action that may have tax implications.
Important Disclosures and Privacy Policy
SMS Privacy Policy
Effective Date: Immediately
Copper Creek Financial Group (“we,” “us,” or “our”) is committed to protecting your privacy. This SMS Privacy Policy explains how we collect, use, and safeguard your personal information in connection with our mobile text messaging program (the "Service").
1. Information We Collect
When you opt-in to our Service, we may collect your mobile phone number and any other information you choose to provide. We also collect data regarding your interactions with our messages, such as whether you opened a message or clicked a link.
2. How We Use Your Information
We use your mobile information exclusively to send you requested text messages, including:
- Appointment reminders
- Customer support communication
3. Sharing and Disclosure of Information
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
We may share your data with trusted service providers who assist us in operating our SMS platform, solely to deliver our messages to you. These providers are strictly contractually bound to protect your data and cannot use it for any other purpose.
4. Your Choices and Opt-Out Rights
You can opt-out of receiving SMS messages from us at any time.
- To stop receiving text messages, reply STOP to any mobile message you receive from us.
- After texting STOP, you will receive one final confirmation message acknowledging your opt-out. No further messages will be sent unless you opt back in.
- For assistance, reply HELP to any message or contact us at 515-262-0858.
5. Data Security
We implement a variety of security measures to maintain the safety of your mobile information. However, no data transmission over the internet or cellular network can be guaranteed to be 100% secure.
6. Contact Us
If you have any questions about this SMS Privacy Policy or our text messaging practices, please contact us at:
- Email: help@coppercreekfg.com
- Address: 5075 E Unversity Ave, Ste E, Pleasant Hill IA 50327
SMS Terms of Service
By opting into SMS from a web form or other medium, you are agreeing to receive SMS messages from Copper Creek Financial Group. This includes SMS messages for conversations (external). Message frequency varies. Message and data rates may apply. Message HELP for help. Reply STOP to any message to opt out.