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BCU Investment Advisors

BCU Investment AdvisorsBuild your fortune.

Look no further than your credit union to develop a financial roadmap toward your future.


BCU Investment Advisors provide individualized financial planning services. Experienced in working directly with people from different life stages with varied goals, a BCU Investment Advisor will assist you in achieving your financial goals.


Whether you are looking to create a comprehensive financial plan or merely seeking a second opinion on your current plan, BCU Investment Advisors are ready to help. Other key times to seek financial planning are when you start a family, are seeking ways to pay for a child’s education, or are nearing retirement. Best of all, there is no initial cost or obligation when you meet with a financial advisor.


Key Benefits

  • 401(k) and Pension Plan roll-overs
  • Developing a savings and investment plan
  • Education funding
  • Protecting you and your family with life insurance and long-term care
  • Creating a retirement income plan
  • Reviewing your current financial plan
  • Managing your investments
  • Trust services

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR070802-CC29