• Annuities
  • Brokerage Services
  • Commercial Mortgage Loans
  • CUNA Mutual Fiduciary Consultants
FINRA's BrokerCheck

Check the background of this firm.

CBSI Disclosures

Important information from CUNA Brokerage Services, Inc.

Succession Planning for Financial Advisors
Now It's Your Turn: Succession Planning for Financial Advisors

A discussion of the steps advisors can take to help ensure a smooth transition and the specific succession program in place for CUNA Brokerage Services' advisors.

Brokerage Services

Member savings balances are 140% higher when they have a wealth management account.1Professional wealth management services enables you to serve your members—and your credit union’s mission. That’s because members who use your wealth management services also use many more of your other products. And the numbers prove it.

Facts about members who use the brokerage services made available through their credit union:

  • 58% more likely have a credit card1
  • 122% more likely to have their first mortgage1 through their credit union
  • 613% more likely to have their second mortgage1 through their credit union

Your members already know and trust you. It’s time to deliver exactly what they need.

Benefits for You

  • Double your loan balances1
  • Attract Millennials, Gen X and Boomers during their peak earning years—and serve them for life

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12015 Kehrer Bielan Research & Consulting, The Value of an Investment Client to a Bank or Credit Union.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CBSI is a registered broker/dealer in all fifty states of the United States of America. The representative may also be financial institution employee that accepts deposits on behalf of the financial institution.