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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.

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.

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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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Annuities*

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 advisor to obtain a prospectus before purchasing any Variable Annuity or Mutual Fund products. Read the prospectus carefully before investing.

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:

Find more calculators.

FR-2242903.1-0918-1020

*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