Investment and Insurance Strategies

Saving for your future shouldn’t be a hassle. That’s why we’ve teamed up with MEMBERS Financial Services to offer financial strategies that fit your individual needs and goals for the future.

The MEMBERS Financial Services Program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving Credit Union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.


Options to help protect the ones you love.

  • Life Insurance – Protection for those you love

  • Long Term Care – It’s never too late to prepare

  • Annuities – To help you save before and after retirement


Alternatives to help you save for the future.

  • IRAs – Tax favored accounts to help you prepare for retirement

  • Mutual Funds

  • Managed Accounts

  • Annuities

  • Stocks and Bonds

Preparing for your Future

  • Saving for Retirement

  • Living in Retirement

  • Saving for College

  • Check the background on this investment professional on : FINRA’s BrokerCheck.

Contact An Advisor

Cuna Brokerage Services


Products and services offered through the MEMBERS Financial Services Program include: stocks, mutual funds, annuities, life insurance, college savings plans, and more. Contact Cuna Brokerage Services at 1-855-591-9026 or you can also review investment products on the CUNA Mutual website for more details. Check the background on this investment professional on : FINRA’s BrokerCheck.

*MEMBERS Financial Services Advisors are registered representatives of CUNA Brokerage Services, Inc. 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 a financial institution.

CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. The CFP® certification marks are not affiliated with CUNA Brokerage Services, Inc.