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MEMBERS Financial Services

Building a nest egg for your future? Looking for ways to accumulate wealth for your family? Is protecting your hard earned money a goal?

You have many options at your disposal for investments and financial planning, whether you choose to manage your own portfolio or use a professional broker.

We offer a brokerage service at the Credit Union that is specifically designed with the credit union member in mind. Whether it's saving for your child's college, your retirement, insurance protection, or preserving your assets, the MEMBERS Financial Services Program can help achieve your financial goals... while being cognizant of the principles of your credit union.

Every person has different goals and needs. A one-size fits all approach is not always in your best interest. Your situation is unique and requires special attention and care. That's why Brian Bishop, a registered and licensed broker/representative, is standing by to work with you face to face to help you identify and reach your financial goals and maximize your financial potential.

Brian will use a needs-based approach to collect information about your financial needs and situation. A thorough analysis will result in recommendations for you to choose for implementation. Brian will work with your best interest in mind and conduct periodic reviews to assure that your financial needs and goals stay on course.

In addition to one-on-one consultations, the MEMBERS Financial Services Program conducts various seminars free of charge throughout the year. The no-cost seminars will increase your knowledge of financial management, investment options and risk protection.

Managing Your Wealth

You can access an abundance of financial information and invest directly from My Financial Center, the MEMBERS Financial Network website. You can monitor the market, track your stock and fund watch lists, and highlight any news articles related to your financial investments.

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member NASD/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109.

Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.

CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.