About Our Investment Services
All Connexus members are eligible for a complimentary financial consultation with one of our experienced Financial Advisors. We’ll create the initial plan and review it annually to make sure you’re on track to reach your goals.
The Connexus Investment Services Group 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.
How to Get Started
Contact a Connexus Financial Advisor
Our Advisors will work with you to create a plan based on your goals. Together, you’ll turn those plans into reality.
Check the Background of Your Advisor, Broker, or Firm on FINRAs BrokerCheck
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Educational Investment Tools
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*Connexus Investment Services Group Advisors are registered representatives of CUNA Brokerage Services, Inc. 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. CBSI-2831757.1-1119-1221