CUNA Brokerage Services, Inc. (CBSI)

Highly tailored to the goals of members, credit unions and advisors, CUNA Brokerage Services, Inc. (CBSI) replaces barriers with wide-open opportunity. We turn complexity into simplicity, uncertainty into access and fear into confidence. That’s wealth management the credit union way.

For Individual Investors

Successful accomplishment of any financial goal begins with a plan. No matter where you are on your financial journey, a CBSI advisor is here to help—located right at your credit union.
For Financial Advisors

CBSI advisors are proudly aligned with the credit union mission—and supported by a company that helped build it.
For Credit Unions

It starts with working in partnership with your credit union, creating a customized program and building on common experience. But that’s just the beginning.

To learn about the services offered by CUNA Brokerage Services, Inc., please review our Form CRS.

For further information regarding CUNA Brokerage Services, Inc., please see disclosure page.

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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-2180016.1-0718-0820