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.
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
This is a free tool that researches advisors, brokers, or firms to help you make informed choices based on employment history, licensing information, and more.
Educational Investment Tools
Get instant access to a library of educational articles and interactive planning calculators.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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. CBSI is a registered broker/dealer in all fifty states of the United States of America. The representative may also be financial institution employee that accepts deposits on behalf of the financial institution. AdTrax CBSI-2831757.1-1119-1221
These products are not federally insured by the NCUA.