CUNA Brokerage Services, Inc. (CBSI) for Financial Advisors
CBSI advisors get the support needed to build successful practices. It starts with a loyal, people-first organization and grows in a collaborative environment. We provide up-front training, ongoing marketing and back-office operations-plus a unique commitment to female and junior advisors.
CBSI also breaks down barriers of entry to financial advising with an Advisor Teaming approach. Teaming pairs associate advisors with experienced lead advisors, who provide coaching and mentoring support.
Along with competitive compensation, attractive benefits and ongoing support, our advisors enjoy the meaningful work of helping members and seeing their successes.
Hear how advisors like yourself feel about their work purpose and view the current openings CBSI has for you now.
Explore Careers in Wealth Management at CUNA Mutual Group
Advisor Teaming: Partnering for Mutual Success
Tom Binversie and John Frausto share how Teaming works for them and enhances the service they provide their members.
Tom Binversie, Lead Financial Advisor, MEMBERS Financial Services located at Kohler Credit Union. John Frausto, Associate Financial Advisor, MEMBERS Financial Services located at Kohler Credit Union
Working with CUNA Brokerage Services
Bethel Coleman describes joining CBSI as the "best day of my career," finding a partnership team of colleagues who want to help and opportunities that don't seem to exist in other Advisor settings.
Bethel Coleman, Financial Advisor, The Tennessee Investment Services Located at the Tennessee Credit Union
Overcoming Fear
Using a process that helps clients ease anxiety about investing is how Joe Shinske works to reinforce members’ trust. Credit unions and CBSI share the purpose of helping people achieve financial security.
Joe Shinske, Financial AdvisorFirst Wealth Advisors Located at First Credit Union
Women of Distinction
Growing the number -- and skills -- of women advisors is the focus of CBSI’s Women of Distinction program, developed, supported and governed by female advisors. Karen Reinertson, CRPC notes that encouragement and being a resource for others helps women advisors build strength in numbers.
Karen J Reinertson CRPC®, Financial Advisor
RBFCU Investments Group Located at Randolph-Brooks Federal Credit Union
To learn about the services offered by CUNA Brokerage Services, Inc., please review our Form CRS(opens in a new window).
For further information regarding CUNA Brokerage Services, Inc., please see disclosure page(opens in a new window).
Credit union marketers can reach the Win the Moment: Tools for Growth materials; please visit this page.
FINRA's BrokerCheck
Learn more about our firm’s background and investment professionals