Building relationships, and futures

For everyone involved in your credit union’s investment services program — management, advisors, and members — there’s a lot at stake. To bring out the best in your wealth management offering, it’s vital you work with those that reinforce the relationships you’ve built with your members and put their needs first, when and where they want.

In an alliance unique to the industry, CUNA Brokerage Services Inc. (CBSI) and LPL Financial* are working together to put your members first and help more of them achieve financial security, while also helping you build revenue and grow loyalty.

When you work with CBSI, we’ll help manage and maximize your wealth management program delivered by LPL Financial, while ensuring your credit union mission is at the heart of it all. We offer strategic perspectives based on deep credit union expertise to support LPL Financial’s program and state-of-the-art technology and advisory capabilities.

Meeting the Mission

We would stop short of accomplishing our credit union’s overall mission of member financial wellness if we didn’t integrate what wealth management has to offer—this isn’t an add-on, it’s what the membership wants. We must have the CUNA Mutual Group relationship and the financial advisor program serving our members.

Ric Mathias
SVP Sales Operations, Summit Credit Union

Specialized Support - CBSI trained sales support team helps provide:

Bullseye
Member Insights & Targeting
Establish a competitive edge through a comprehensive, proprietary data-driven view of your customers
Two
Concierge Connection
Optimize every aspect of your program with expert, strategic consulting and coaching from your dedicated team

Our alliance with LPL Financial seeks to provide the best of both worlds. LPL offers:

People
Financial Advice on Demand
Help more members by connecting with them when, where and how they want — in person or remotely — using an industry leading platform, including an enhanced client portal and communication abilities
Computer
Leading Technology
Meet your members’ changing needs and improve program performance with advanced advisor solutions, including enhanced digital capabilities, financial planning tools, training, support and more

Our relationship with LPL ensures the technology engine supporting our experiences is state-of-the-art and advisor-centric.

Talk to us about how we can help

CBSI invested in your success

Invested in your success

See how we’re helping bring out the best in your investment services program.

*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Program consultation and support services are offered to credit unions and registered representatives of LPL through a limited purpose broker dealer, CUNA Brokerage Services, Inc. (member FINRA/SIPC), a fully owned subsidiary of CMFG Life Insurance Company, not affiliated with LPL. CBSI does not provide advisory or brokerage services to retail clients.

Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other
Government Agency
Not Credit Union Guaranteed Not Credit Union Deposits
or Obligations
May Lose Value

CBSI-4693618.2-0522-0624