CUNA Brokerage Services, Inc. (CBSI) for Financial Advisors

Dedicated functions like up-front training, ongoing marketing and back-office operations mean CBSI advisors get the support they need to build successful practices. It starts with a loyal people-first organization and grows in a collaborative environment.

Along the way, it’s all about helping members navigate the complexities of financial planning and achieving important goals. As an advisor, your skills, experience and insights mesh with both the clients you serve and the credit union mission.

Along with competitive compensation, attractive benefits and ongoing support, our advisors enjoy robust product offerings but no product quotas. They also enjoy the meaningful work of helping members and seeing their successes.

Does it work? Year after year, CBSI advisors represent the industry’s leading performers. In fact, according to Investment News, CBSI is among the top 10 independent broker dealers with the highest percentage of advisors who annually produce more than $500k (Opens in a new window). And while we’re proud of that performance, we’re equally proud that CUNA Mutual Group is often recognized as one of the World’s Most Ethical Companies.


Explore careers in Wealth Management at CUNA Mutual Group

  • Credit Unions
  • Financial Advisors
  • Individual Investors
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Learn more about our firm’s background and investment professionals

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-2180060.1-0718-0821