CUNA Brokerage Services, Inc. (CBSI)

Highly tailored to the goals of credit unions and their members, CBSI will help you with wealth management the credit union way.

I am a credit union wanting to offer wealth management to my members

I am a financial advisor exploring career options with LPL Financial

Note: The link will take you to LPL Financial’s webpage for this service

I want to access my investment account through LPL Financial

Note: The link will take you to LPL Financial’s webpage for this service

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