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 to support the CBSI program
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
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.
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 |
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. (CBSI) (member FINRA/SIPC), a fully owned subsidiary of CMFG Life Insurance Company, and these are not affiliated with LPL. CBSI does not provide advisory or brokerage services to retail clients.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
CBSI-4693618.3-0223-0325 © CUNA Mutual Group
