CUNA Brokerage Services, Inc. (CBSI)

Highly tailored to the goals of credit unions and their members, CUNA Brokerage Services Inc. (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

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Invested in your success

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

FINRA's BrokerCheck

Learn more about our firm’s background and investment professionals

*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. These products and services are being offered through LPL or its affiliates. Marketing and support services are offered through CUNA Mutual Group which is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates, not affiliated with LPL.

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-4693618.1-0422-0524