Educational Opportunity
The Opportunity for Credit Unions in Investment and Insurance Services.

Brokerage Services

Brokerage Services
CBSI

What if you could provide financial solutions to your members at the most critical stages of their lives with a clear focus on what matters most -- the financial well-being of your members ... and your credit union through non-interest income?

With CUNA Brokerage Services you can make this a reality for your credit union and your members.

Evaluate your current broker/dealer relationship here. Addressing Your Needs…



* “The Opportunity for Credit Unions in Investment and Life Insurance Services,” Kehrer Saltzman Whitepaper, 2013.

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. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.
FR091326-B5FA
10/01/13

CUNA Brokerage Services' 2015 Business Continuity Plan Summary for Consumers is availble here.