About Us Careers Contact Us Sign in or Register My Services Products Resources We Know Credit Unions It's Our Business. It's Our Culture. / Products / Investments / CUNA Brokerage Services CUNA Brokerage Services, Inc. (CBSI) Highly tailored to the goals of members, credit unions and advisors, CUNA Brokerage Services, Inc. (CBSI) replaces barriers with wide-open opportunity. We turn complexity into simplicity, uncertainty into access and fear into confidence. That’s wealth management the credit union way. For Individual Investors Successful accomplishment of any financial goal begins with a plan. No matter where you are on your financial journey, a CBSI advisor is here to help—located right at your credit union. Information for Individual Investors For Financial Advisors CBSI advisors are proudly aligned with the credit union mission—and supported by a company that helped build it. Information for Financial Advisors For Credit Unions It starts with working in partnership with your credit union, creating a customized program and building on common experience. But that’s just the beginning. Information for Credit Unions To learn about the services offered by CUNA Brokerage Services, Inc., please review our Form CRS . For information about our brokerage account fees, see our Commission Rates and Fee Schedule . For further information regarding CUNA Brokerage Services, Inc., please see our disclosure page . Annuities CUNA Brokerage Services Credit Unions Financial Advisors Individual Investors Commercial Mortgage Loans Cuna Mutual Group Fiduciary Consultants Invested in your success See how we’re helping bring out the best in your investment services program. Learn More FINRA's BrokerCheck Learn more about our firm’s background and investment professionals Use BrokerCheck by FINRA (opens in a new window) Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA /SIPC , a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CBSI is a registered broker/dealer in all fifty states of the United States of America. The representative may also be financial institution employee that accepts deposits on behalf of the financial institution. CBSI-3330257.1-1120-1222 My Services Sign In Newsroom Employees Online Services Catalog Due Diligence Disaster Recovery Privacy Terms & Conditions Security Information Accessibility Domestic Violence Confidentiality Policy 5910 Mineral Point Road Madison, WI 53705 800.356.2644 Contact Us © CUNA Mutual Group 2021 We use cookies to enable certain features of our website and to better tailor the information we provide you. By using this website, you consent to our use of cookies. Learn more in our privacy policy. Okay