Elevate your credit union to the next level

Are your credit union members fully aware of your investment services? More than half would prefer going to their credit union for investment advice, yet only about 2% do.1

Perhaps your advisors find themselves stuck performing operational tasks because they lack streamlined processes and support staff, leaving little time to help members strategically plan for their futures.

Or maybe your program feels too complex and time-consuming and your credit union wants a provider that better supports and helps grow your program including recruiting and developing your advisors.

When you partner with CUNA Brokerage Services, Inc. (CBSI), you and your members benefit from a comprehensive wealth management program including:

  • Strategic planning capabilities to scale your end-to-end wealth management business, with you and your members at the center
  • Advisor recruitment with personalized, in-field training, coaching, and onboarding
  • Ongoing advisor development through our Advisor and Honors Academy
  • Unrivaled data and insights into your members’ needs
  • Value-driven products and services
  • State-of-the-art tools and intuitive technology
  • Regulatory and compliance guidance
  • An extensive library of multi-channel marketing materials
  • And much more

We would stop short of accomplishing our credit union’s overall mission of member financial wellness if we didn’t integrate what wealth management has to offer — we must have the CUNA Mutual Group relationship and the financial advisor program serving our members.

Ric Mathias
SVP Sales Operations, Summit Credit Union

Wealth management services designed for credit unions

We “get” credit unions
Credit unions are a foundational part of our rich heritage. Deep knowledge and respect for the industry are just more reasons why leveraging CBSI’s wealth management program makes sense.
Go beyond deposits and loans
Create an environment where members come to you first with their investment needs. The financial wellness of members is at the core of any credit union’s mission — and CBSI can help expand opportunities.

State-of-the-art technology offers confidence

Benefit from our alliance
CBSI formed a strategic relationship with LPL Financial to deliver:
  • Industry-leading digital capabilities
  • Enhanced client portal experiences
  • Secure communication abilities
  • Momentum-building resources
Get data that delivers
Manage and maximize your wealth management program. You’ll be equipped with data and analytics to segment and identify the right prospects with speed and simplicity. Plus, predictive modeling helps build foresight into changing markets, and robust marketing materials make it easy to connect with members.

Contact our team today to get started

Investment services don’t need to be an afterthought. Position your credit union as a go-to financial resource, helping to retain members and attract the next generation.

CBSI invested in your success

Invested in your success

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

1Kehrer Bielan, 2021–2022 Credit Union Investment Services Study, Trends from the Annual Credit Union Retail Investment Services Benchmarking Survey, August 2022.
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.

CBSI-4693618.3-0223-0325  © CUNA Mutual Group