Investments & Financial Services
WEOKIE FINANCIAL GROUP
WEOKIE Financial Group is a partnership through CUNA Brokerage Service, Inc.*, a broker/dealer serving credit union members. Cuna Brokerage Services, Inc. is an affiliate of CUNA Mutual Group
Our financial professionals will collaborate with you to develop a financial plan that aligns with your specific needs, experience, and time horizon.
For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
Retirement and Investment Planning
Meet Our Investment Professionals
To learn more about the background of your financial advisor, please visit FINRA's Broker Check website.
The WEOKIE Financial Group 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, 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. Trust services available through MEMBERS Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. 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.