The Credit Union Difference

Credit unions are experiencing record member growth1. Serving this market will enable you to cultivate relationships and referrals across a network of branch locations. Endorsed by the credit union, you will have an unmatched opportunity to tap into this growing, loyal and profitable market share.

CUNA Brokerage Services' commitment to credit unions will prove to be a true differentiator for you as a financial advisor. Credit unions and CBSI share a common mission — to help members achieve a more secure financial future.

Benefits of Working Within a Credit Union
  • Long-lasting relationships are within reach, when you build upon the existing trust and commitment already established by the credit union with its members.
  • The credit union’s full endorsement is what the CBSI advisor will experience.
  • New leads are routinely referred to you as the credit union’s on-site broker dealer.

Enjoy the benefits that the unique relationship between credit unions and their members will bring to your practice.

Contact us today!

855.686.0823 or

It’s time to work with a broker dealer partner who is invested… in YOU.

1Credit Union Report Year-end 2014. (2015, January). Retrieved March 26, 2015, from


“Our community has been giving their trust to the credit union for many years. To have been able to borrow that trust initially was invaluable. Now a couple years later, my member/clients have been able to find their own trust in me, their partner. That’s priceless!”

Jodie S., Financial Advisor