The U of I Community CU Investment, Retirement & Trust 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 cunabrokerage.com
U of I Community Credit Union Investment, Retirement & Trust Services representatives are here to assist and advise you. We offer a wide variety of products and you can always count on us for honest advice that puts your best interests first.
Check the background of these investment professionals on FINRA’s BrokerCheck.
Vice President Wealth Management
Trust Liaison Officer
To help our representatives focus on your financial goals and needs, we have support specialists that can get you started on the right path. Feel free to contact them to set up an appointment or answer questions.
*The U of I Community CU Investment, Retirement & Trust 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. Trust services available through MEMBERS Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. CHARTERED RETIREMENT PLANNING COUNSELOR (SM) and CRPC® are registered service marks of the College for Financial Planning®. FR-2286753.1-1018-1120