Building relationships, and futures

The right provider is one that helps you reinforce the relationships you’ve built with your members, one that puts their needs first and helps you serve their needs when and where they want.

For everyone involved in your credit union’s investment services program — management, advisors, and members — there’s a lot at stake. With only 2% of members using their credit union’s investment services1, now more than ever, bringing out the best in your program is essential to building revenue, growing loyalty and helping more members achieve financial security.

CUNA Brokerage Services, Inc. (CBSI) is that right provider. Behind our enhanced program is the best of both worlds — deep credit union expertise from CBSI and state-of-the-art technology capabilities available through our strategic alliance with LPL Financial.

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

We bring together investment program components that help you with:

Member insights & targeting
Establish a competitive edge through a comprehensive, data-driven view of your customers
Strategic consulting
Optimize every aspect of your program with expert, strategic consulting from your dedicated team
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 abilities2
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 more2

Bring out the best in your investment services program

CBSI — our enhanced program represents bright, new opportunities for you and your members. Talk to us about how we can help.

Credit union marketers can visit the Tools for Growth materials page.

CBSI invested in your success

Invested in your success

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

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Learn more about our firm’s background and investment professionals

1Kehrer Bielan Research & Consulting, 2020-2021 Credit Union Investment Services Study, July 2021. 2Delivered by LPL.

CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, its affiliates, and subsidiaries. CUNA Brokerage Services, Inc. is an indirect wholly owned subsidiary of CUNA Mutual Holding Company. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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.

The strategic alliance between CBSI and LPL is subject to FINRA approval.