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Fiduciary Matters Oct. 18th

Explore unique ways to stand out in the new fiduciary environment with Kevin Thompson, VP of Wealth Management.
Register for Discovery  

Wealth Management Insights

Understanding the A-B-Cs and 1-2-3s of Medicare and Social Security for your members. 
Download Whitepaper  A Company with Purpose


Professional 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 their credit union’s brokerage services:

  • 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


Don't Just Hear it from Us

"Our partnership with CUNA Brokerage Services is essential to deepening member relationships."

David Young, EVP
Commonwealth Credit Union


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

Let's Talk

See How We Can Help You >>

 

Benefits for you:

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


Already have a broker/dealer?

Evaluate your current relationship to make sure you are getting the support you need to build a successful program. Learn More>>


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.

CBSI-1589455.1-0916-1018