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.
Recent
Solutions
Innovation Award
NAFCU Services, 2017 & 2018
PLANSPONSOR 401(k) Award Winner & Top 10 Provider
Plansponsor, 2015, 2016 & 2017
BISA Technology Innovation Award
Bank Insurance and Securities Association, 2014 & 2016
WealthManagement.com Industry Award Finalist
Wealthmanagement.com, 2016
Workplace
Secretary of Defense Employer Support Freedom Award Finalist
U.S. Department of Defense, March 2018
Worlds Most Ethical Companies®
Ethisphere® Institute, 2013, 2014, 2016 & 2017*
Distinguished Performer Award for Innovation
Deloitte's Wisconsin 75 List, 2017
BBB Torch Award for Ethics
Honorable Mention Wisconsin Better Business Bureau, 2016
Winning "W" Company
2020 Women on Boards, 2014, 2015, 2016 & 2017
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
Distinguished Performer Award for Community
Deloitte’s Wisconsin 75 List, 2016
Largest Corporate Charitable Contributor in Wisconsin
Milwaukee Business Journal, 2016 & 2017
Bicycle Friendly Business Award
League of American Bicyclists, 2014, 2015, 2016, 2017 & 2018
*“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.
CORP-2162367.1-0618-0720
