# EDGAR Filing Document

**Accession Number:** 0000723220
**File Stem:** 0000723220-26-000003
**Filing Date:** 2026-3
**Character Count:** 2483
**Document Hash:** 00377eabdb9ab7493d93fa311bafced9
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000723220-26-000003.hdr.sgml**: 20260330

**ACCESSION NUMBER**: 0000723220-26-000003

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260330

**DATE AS OF CHANGE**: 20260330

**EFFECTIVENESS DATE**: 20260330

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** CUNA BROKERAGE SERVICES, INC.
- **CENTRAL INDEX KEY:** 0000723220

**ORGANIZATION NAME:**
- **EIN:** 391437257
- **STATE OF INCORPORATION:** WI
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-30027
- **FILM NUMBER:** 26812177

**BUSINESS ADDRESS:**
- **STREET 1:** 2000 HERITAGE WAY
- **CITY:** WAVERLY
- **STATE:** IA
- **ZIP:** 50677
- **BUSINESS PHONE:** 319-483-2359

**MAIL ADDRESS:**
- **STREET 1:** 2000 HERITAGE WAY
- **CITY:** WAVERLY
- **STATE:** IA
- **ZIP:** 50677

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** CUNA BROKERAGE SERVICES INC                             /BD
- **DATE OF NAME CHANGE:** 20020314

### Attached PDF Documents

**Attachment 1:** `CBSI_2025_Full_Public.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0000723220

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** No

### Submission Information

**Report Period Begin Date:** 01-01-2025

**Report Period End Date:** 12-31-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** CUNA BROKERAGE SERVICES, INC.

**Business Address:** 2000 HERITAGE WAY, WAVERLY, IA, 50677

**Contact Person:** Jenny Marie Brock

**Contact Phone:** 608-665-5278

### Independent Public Accountant Identification

**Accountant Name:** Deloitte & Touche LLP

**Accountant Address:** 111 S Wacker Dr, Chicago, IL, 60606

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Jenny Marie Brock**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **CUNA BROKERAGE SERVICES, INC.**, as of **03-30-2026**, are true and correct.

**Signature:** Jenny Marie Brock

**Title:** Principal Financial Officer