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Investments

The CEFCU 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.

We can help you start an investment plan or build on what you already have. Our team can answer your questions and help you set up accounts that meet your goals.

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We can help you:

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Portfolio Management

To help tailor your plan, we’ll:

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Representatives

Benefit from our more than 140 years of combined financial experience.

Check the background of an investment professional at FINRA's BrokerCheck.

Resources

Along with our experienced advisors, these resources can help you plan.

Workshops, Tutorials, & Seminars

Calculators

Use our calculators to see:

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FR-2012842.1-0118-0220

*CEFCU Investment Services & Wealth Management is a marketing name used by CEFCU. CEFCU Investment 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. Trust services available through Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.  FR-2035796.1-0218-0320