Meet the MEMBERS Financial Services Team.
When you partner with the MEMBERS Financial Services team, you can be assured that you’re working with someone you can trust. They take an individualized approach when consulting with you on retirement or income planning, financial management, insurance services and more. Check the background of the investment professional on FINRA’s BrokerCheck. You can set up a no cost, no obligation appointment with our investment professional by calling 920.783.2312.
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.
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.