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Investment Information

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. For more information about CUNA Brokerage Services, Inc., please visit

No matter where you are in saving for the future, count on our team. We can help you set up a well-rounded investment plan or make sure you’re on the right path.

Meet the CEFCU Investment Services Team

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Portfolio Planning

Starting your first job? It’s never too early to set financial goals and plan for retirement. We’ll work with you to set up your goals then:

Like to invest? We can help make sure you have the right balance of stocks, bonds, and investments.

Contact Us About Portfolio Planning

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Asset Management

Facing a life change? Let us help with a plan that balances risks and rewards by:

Contact Us About Asset Management

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Tax-Advantage Investing

Need to know more about taxes and investments? Retirement investments do have tax benefits. It’s never too early to:

Representative is neither a tax advisor nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, please consult your attorney.

Contact Us About Potential Tax Advantages

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Mutual Funds*

Close to retirement? Let's talk about Mutual Funds. With Mutual Funds, you:

  • Pool money with other investors.
  • Choose from conservative to aggressive options.
  • Select a style that fits your investment strategy.

Contact Us About Mutual Funds

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Depending on where you are in your retirement timeline, you may choose:

Contact Us About Annuities

*Mutual Funds and variable annuities are sold by prospectus only. Contact your financial professional to obtain a prospectus before purchasing any Variable Annuity or Mutual Fund products. Read the prospectus carefully before investing.

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CUNA Brokerage

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Meet the Team

Available by phone, online, and at most Member Centers.


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

Virtual Investment Seminars


Use our calculators to see:

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*CEFCU Investment Services is a marketing name used by CEFCU. CEFCU 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.

1 Workshops are educational only and not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. All guarantees are based on the claims-paying ability of the issuer. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers. Asset allocation and diversification do not guarantee a profit or prevent a loss. See your prospectus for details about your investment options and refer to the fund prospectus for information on specific investment objectives. Variable annuities are sold by prospectus only. You can obtain a prospectus by contacting your financial advisor or the insurance company. Read it carefully.