Awards and Recognition

Working Hard to Bring Value

We're honored to be recognized by these reputable organizations, and proud to say these distinctions are a reflection of our people, purpose, values and the impact we have on others.


Best Places to Work for LGBTQ Equality

Human Rights Campaign, 2017, 2018 & 2019
Best Places to Work for Disability Inclusion

Disability Equality Index, 2019
Secretary of Defense Employer Support Freedom Award Finalist

U.S. Department of Defense, March 2018


Innovation Award

NAFCU Services, 2017 & 2018
PLANSPONSOR 401(k) Award Winner & Top 10 Provider

Plansponsor, 2015, 2016 & 2017
#2 Most Reputable Insurance Company in U.S.

Reputation Institute, 2017
Celent Model Insurer Award

Celent, 2017


Prometheus Awards, Best Technology Company Culture Finalist

The Technology Association of Iowa and LWBJ, 2019
Distinguished Performer Award for Diversity

Deloitte 75 List, 2018
Worlds Most Ethical Companies®

Ethisphere® Institute, 2013, 2014, 2016 & 2017*
Distinguished Performer Award for Innovation

Deloitte's Wisconsin 75 List, 2017
Winning "W" Company

2020 Women on Boards, 2014-2018
Top Independent Broker/Dealer by Revenue

Bank Investment Consultant, 2016; InvestmentNews, 2018
Ranked Top 10 Independent Broker/Dealer with Highest-Producing Reps

Financial Planning, 2016 & 2017; InvestmentNews, 2016 & 2017
Top 10 Independent Broker/Dealer for Women

Financial Planning, 2016 & 2017

Corporate Social Responsibility

ENERGY STAR® Certified Buildings in Madison & Waverly*

ENERGY STAR® 2013, 2014, 2015-2018*
Largest Corporate Charitable Contributor in Wisconsin

Milwaukee Business Journal, 2016 & 2017
Bicycle Friendly Business Award

League of American Bicyclists, 2014-2019

*“World’s Most Ethical Companies” and “Ethisphere” names and marks are registered trademarks of Ethisphere LLC.CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates.