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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.


2017 reputable insurance company seal
#2 Most Reputable Insurance Company in U.S.

Reputation Institute, 2017
2017 Worlds Most Ethical Companies
Worlds Most Ethical Companies®

Ethisphere® Institute, 2013, 2014, 2016 & 2017
Best Places to Work for LGBTQ Equality - 2018
Best Places To Work for LGBT Equality

Human Rights Campaign, 2018 & 2017

Products & Services

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Celent Model Insurer Award

Celent, 2017
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Innovation Award Finalist

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

PLANSPONSOR, 2015 & 2016
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BISA Technology Innovation Award

Bank Insurance and Securities Association, 2014 & 2016
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WealthManagement.com Industry Award Finalist

Wealthmanagement.com, 2016
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CIO 100

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


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BBB Torch Award for Ethics

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

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

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

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

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

Financial Planning, 2016
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Bicycle Friendly Business Award

League of American Bicyclists, 2014,2015 & 2016


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Distinguished Performer Award for Community

Deloitte’s Wisconsin 75 Program, 2016
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Community Impact Award

United Way of Dane County, 2015
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Humanitarian Award

Delta Sigma Theta Black Sorority, 2015
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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.