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  1. www.lpl.com › news-media › press-releasesLPL Financial Welcomes CUNA Brokerage Services

    Jun 14, 2021 · SAN DIEGO – June 14, 2021 – LPL Financial LLC today announced that CUNA Brokerage Services, Inc. (CBSI), the wealth management business of CUNA Mutual Group, has chosen LPL Financial to support its retail brokerage and advisory business.

  2. www.lpl.com › news-media › press-releasesCUNA Brokerage Services, Inc. Joins LPL Institution Services

    May 24, 2022 · CUNA Mutual Group and LPL Financial signed an agreement in June 2021 to transition support of the financial services company’s retail advisory and brokerage business to LPL.

  3. finance.yahoo.com › news › cuna-brokerage-servicesCUNA Brokerage Services, Inc. Joins LPL Financial’s ...

    May 24, 2022 · SAN DIEGO, May 24, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) today announced that the retail brokerage and advisory business of CUNA Brokerage Services, Inc. (CBSI), the wealth...

  4. www.globenewswire.com › news-release › 2022/05/24CUNA Brokerage Services, Inc. Joins LPL Financial’s

    May 24, 2022 · SAN DIEGO, May 24, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) today announced that the retail brokerage and advisory business of CUNA Brokerage Services, Inc. (CBSI), the wealth...

  5. crws.cunamutual.com › ~ › mediaFrequently Asked Questions - CUNA Mutual

    CBSI-3601248.1-0521-0623 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.

  6. finance.yahoo.com › news › lpl-financial-welcomesLPL Financial Welcomes CUNA Brokerage Services, Inc. to Its ...

    Jun 14, 2021 · With approximately $36B in client assets served by 550 advisors across almost 300 credit unions, CUNA Brokerage Services, Inc. will be one of the largest clients to join the LPL Financial ...

  7. files.brokercheck.finra.org › crs_13941Customer Relationship Summary - Financial Industry Regulatory ...

    CUNA Brokerage Services, Inc. is registered with the Securities and Exchange Commission (SEC) as both a broker-dealer and an investment adviser and is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).

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