Skip Navigation

Meet Our Representatives

Meet Our RepresentativesPartner with a professional.

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


Helping you build your fortune or plan for a loved one’s, our experienced professionals listen. Making the right financial decisions involves creating and following a financial roadmap tailored to your specific needs. BCU Investment Advisors specialize in retirement planning, wealth building, protecting loved ones, and financing educations.


BCU Investment Advisors have the resources, expertise, and commitment to help you achieve their goals through proper planning. What’s more, there is no initial cost or obligation when you meet with a financial advisor.

Call 800-388-7000 x8700 to reach an Investment Advisor, or select the button to send an email.



BCU Investment Advisors

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-E12D