Financial Professionals

Financial Professionals are offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. They will help you think about and plan for your future and work with you to align both your short and long-term goals with the right investment strategy.

*CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

 

Check the background of these investment professionals on FINRA's Broker Check

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Meet the Team

Marks' Profile Photo

Marc D Livernois

Financial Professional

Meet Mark

Helen's Profile Photo

Helen R Alexander

Financial Professional CFP® CLU ChFC

Meet Helen

Suzi Williams

Suzi Williams

Financial Professional

Meet Suzi

*The MEMBERS Financial Services program 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.

Representatives are registered, securities sold, professional services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment professional, D/B/A MEMBERS Financial Services Financial Planning and Investment Services, 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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