Securities Lawyers Blog
We represent clients of financial advisors and brokerage firms in investment disputes against their firms, such as Cuna Brokerage Services, Inc.. Our services cover a wide spectrum of broker misconduct, including unsuitable investments, failure to supervise, and losses in various investment products. Our firm can analyze your brokerage accounts, determine the extent of your investment losses, and understand the issues and remedies available.
CUNA Brokerage Services is a broker-dealer affiliated with CUNA Mutual Group that provided investment and insurance products, including mutual funds, annuities, and managed accounts, to credit unions for offer to their members. Formed in Wisconsin in 1983 and owned by the policyowners of Madison-based CUNA Mutual Group, the firm served more than 250 credit union programs as of 2014 and joined the LPL Financial platform in 2021.
Cuna Brokerage Services, Inc. – By the Numbers: