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.
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.
MEMBERS Financial ServicesRep.
(800) 235-3228 ext. 5570
MEMBERS Financial Services Rep.
Cedar Rapids Area
(800) 235-3228 ext. 6481
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.