CU Investment Solutions assists the Corporate Credit Union Network and its member credit unions in achieving successful investment strategies.
Founded in 1998, CU Investment Solutions’ initial mission focused on providing broker-dealer and investment advisory services exclusively for corporate credit unions. Since then, CU Investment Solutions has expanded its role, making it possible for credit unions to access marketable securities through its Corporate Agent Program.
CU Investment Solutions is registered with the Securities and Exchange Commission (SEC) as a broker-dealer under the Securities Exchange Act of 1934. CU Investment Solutions also is registered in the state of Kansas as an investment advisor under the Kansas Securities Act. CU Investment Solutions is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).Check the background of this firm and representatives on FINRA's BrokerCheck.