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Financial & Wealth Management

The Summit Retirement & Investment 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.

Check the background of our investment professionals on FINRA’s BrokerCheck.

  • IRAs & Rollovers

    IRAs & Rollovers

    Individual Retirement Accounts (IRAs) help you accumulate money to support yourself in your retirement years.

  • Investment Services

    Investment Services

    The Summit Retirement & Investment Services advisors can help you formulate your retirement or savings plan.

  • Insurance Services

    Insurance Services

    Insurance is another way to both plan for the future and be protected in case of something unplanned.

  • Education Planning

    Education Planning

    A Summit adviser can help you plan and save for a child’s future educational needs.

  • Meet the Team

    Meet the Team

    Benefit from the insights of a dedicated career professional, carefully selected and trained to serve Summit members, who will work with you to help you achieve your personal financial goals.

Contact Us

*The Summit Retirement & Investment 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.

The Summit Retirement & Investment Services Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 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.

For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

FR-3071354.1-0520-0622