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Investment Services2022-01-11T10:17:55-06:00

Investment Services

Reach your financial goals with our complimentary investment services for members.

About our Investment Services

All Connexus members are eligible for a complimentary financial consultation with one of our experienced Financial Professionals. 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 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.

How to get started

Contact a Connexus Financial Professional

Our advisors will work with you to create a plan based on your goals. Together, you’ll turn those plans into reality.
Choose a financial professional

Call 763.302.3117

Check the background of your advisor, broker, or firm on FINRAs BrokerCheck

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.
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Educational investment tools

Get instant access to a library of educational articles and interactive planning calculators.
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*Connexus Investment Services Group 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.
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