Awards and Recognition

Working Hard to Bring Value

We use our long history of serving credit unions and their members to continually improve the way we serve our customers. We’re honored to be recognized by these reputable organizations. For us, working with integrity, providing unparalleled service and serving our communities is just the way we do business.


#2 Most Reputable Insurance Company in U.S.

Reputation Institute, 2017
Worlds Most Ethical Companies®

Ethisphere® Institute, 2013, 2014, 2016 & 2017
Best Places To Work for LGBT Equality

Human Rights Campaign, 2018 & 2017

Products & Services

Celent Model Insurer Award

Celent, 2017
Innovation Award Finalist

National Association of Federally-Insured Credit Unions, 2017
PLANSPONSOR 401(k) Award Winner & Top 5 Provider

PLANSPONSOR, 2015 & 2016
BISA Technology Innovation Award

Bank Insurance and Securities Association, 2014 & 2016 Industry Award Finalist, 2016
CIO 100

International Data Group’s CIO Magazine, 2013, 2014 & 2015


BBB Torch Award for Ethics

Honorable Mention Wisconsin Better Business Bureau, 2016
Extraordinary Employer Support Award

Employer Support of the Guard and Reserve, 2017
Winning "W" Company

2020 Women on Boards, 2014, 2015 & 2016
Ranked Top 5 Independent Broker/Dealer for Revenue

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

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

Financial Planning, 2016
Bicycle Friendly Business Award

League of American Bicyclists, 2014,2015 & 2016


Distinguished Performer Award for Community

Deloitte’s Wisconsin 75 Program, 2016
Community Impact Award

United Way of Dane County, 2015
Humanitarian Award

Delta Sigma Theta Black Sorority, 2015
Largest Corporate Charitable Contributor in Wisconsin in 2015

Milwaukee Business Journal, 2016
“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.