WEOKIE Trust and Financial Group
The WEOKIE Trust and Financial Group Program is offered through CUNA Brokerage Service, Inc.*, a broker/dealer focused on serving credit union members. Cuna Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.
- Trust Services
- Insurance Planning
- Retirement Planning
- Investment Planning
- Education Funding
- Estate Planning
- Business Planning
- Mutual Funds
- Stocks/Bonds
*The WEOKIE Trust and Financial Group Advisors are registered representatives of CUNA Brokerage Services, Inc.
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 800-369-2862. Non-deposit 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. CUNA Brokerage Services, inc. is a registered broker-dealer in all fifty states of the United States of America.
Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of the financial institution.
CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America.
*Representatives is neither a tax advisory nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.
FR-1986409.1-0188-0220
