Strategic Investment Services
Wealth Management Made Simple
The Strategic Investment 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. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
Our services are available to every member, regardless of income level or age.
We believe the path to financial success starts with an honest relationship.
Partner With A Professional
Advice from a professional can help you plan and reach your financial goals.
Our investment services team* is here to help R.I.A. Federal Credit Union members meet their financial goals through a collaborative and transparent approach to financial management.
Check the background of this investment professional on FINRA® BrokerCheck.
Let’s Build Your Financial Future Together
Complete the form below to schedule a free consultation with one of our financial professionals.
*For your safety do not include any personal information on this form. This is an unsecured form of communication.
*Strategic Investment Services Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.
Specific individualized tax advice not provided. We suggest that you discuss your specific tax issues with a qualified tax advisor.