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

Accessible Services

Our services are available to every member, regardless of income level or age.

Financial Partnership

We believe the path to financial success starts with an honest relationship.

Goal Oriented

We work with our members to understand their goals and identify a plan to get us there.

Performance Driven

We know that the true measure of our success is based on our financial performance.

Partner With A Professional

Advice from a professional can help you plan and reach your financial goals.

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.

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*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.

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