Trust Services


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

U of I Community CU Investment, Retirement, & Trust Services is your partner for everything life brings. Our advisors are here to help you plan ahead so you can protect your finances and create a financially secure future for yourself and your family. You can count on our team for confidentiality and honest advice.

Check the background of these investment professionals on FINRA’s BrokerCheck.


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Personal Trust Services

A personal trust can help you grow your assets while also protecting and preserving them. We can help you understand the different types of trusts that are available to you. We can also assist with guardianships.

Asset & Wealth Management

We can help you develop an asset allocation and management approach that’s tailored to your specific needs and goals. No matter what’s most important to you, our advisors can help you choose the right products.

Estate Services

Planning ahead now can help you bring comfort to your family in the future. We offer both estate planning assistance and estate settlement services. Enjoy the peace of mind that comes with knowing you and your loved ones are prepared.

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Available Trust Services

We offer a variety of trust services to meet your needs

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We offer complimentary personal consultations to help you get started.

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*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. FR-3404809.1-0121-0223