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Advice
Investment Services
MEMBERS Financial Service Representatives can provide advice regarding your current investments and assist you with planning for the future. Set up a no-cost or obligation private consultation to analyze your current financial situation and determine which retirement or insurance options are appropriate for you.

The MEMBERS Financial Services Program is offered through CUNA Brokerage Services, Inc., a broker/dealer specializing in serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

Todd Reinhardt
Todd Reinhardt
MEMBERS Financial Services Rep.
Ankeny Area
(800) 235-3228 ext. 5570
(515) 289-5570
Contact Todd
Justin Dams
Lary Feldkamp
MEMBERS Financial Services Rep.
Cedar Rapids/Iowa City Area
(800) 235-3228 ext. 6481
(319) 743-6481
Contact Lary
 

Justin Dams
Justin Dams
MEMBERS Financial Services Rep.
Waterloo/Cedar Falls Area
(800) 235-3228 ext. 5670
(319) 236-5670
Contact Justin

Justin Dams
Michael Osgood
MEMBERS Financial Services Rep.
Des Moines Area
(800) 235-3228 ext. 5554
(515) 289-5554
Contact Michael

 

A suite of online financial tools is also available through MEMBERS Financial Services. It includes online securities trading; money management tools; financial calculators; insurance and other financial products; an online financial library and more.

Representatives are registered, securities are sold, and investment advisory services are offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.