Advisor Assisted
This section is intended to help those individuals who would like to begin planning for their future, but would like some help and direction in getting started.

We can help guide you through the process with the help of one of our MEMBERS Financial Services representatives. We will look at your goals, the assets you have to work with, your plans for retirement and much more to help you come up with a plan for your individual needs.

Self Help
This section is geared to those individuals who have a clear direction in mind and want to start planning on their own.

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. Trust services available through MEMBERS Trust Company. 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.