CUNA Brokerage Services, Inc logo

CUNA Brokerage Services, Inc Employee Directory

Investment ManagementWisconsin, United States201-500 Employees

CUNA Brokerage Services, Inc has about 201 employees across 2 continents, most of them in North America. By country, the largest groups are United States Of America (99%) and United Kingdom Of Great Britain And Northern Ireland (1%). Banking and Legal make up over half of the profiles with a known department. CUNA Brokerage Services, Inc's workforce spans 7 departments.

Find CUNA Brokerage Services, Inc employees' phone numbers or email addresses

CUNA Brokerage Services, Inc Global Highlights

Location
Employees

North America
137

Minus sign iconPlus sign icon
  • United States Of America
    137

Europe
2

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    2

North America accounts for 99% of CUNA Brokerage Services, Inc's workforce, followed by Europe (1%).

CUNA Brokerage Services, Inc's Leadership

  • Vp Wealth Management at CUNA Brokerage Services, Inc
    P. S.
    Vp Wealth Management
  • Vice President Of Wealth Managment at CUNA Brokerage Services, Inc
    T. O.
    Vice President Of Wealth Managment
  • Vice President Wealth Management at CUNA Brokerage Services, Inc
    W. G.
    Vice President Wealth Management
  • Senior Vice President Credit Union Financial Solutions at CUNA Brokerage Services, Inc
    T. M.
    Senior Vice President Credit Union Financial Solutions
  • Compliance Consultant Ii at CUNA Brokerage Services, Inc
    S. Q.
    Compliance Consultant Ii
  • Financial Advisor at CUNA Brokerage Services, Inc
    S. T.
    Financial Advisor
  • Financial Advisor At Cuna Brokerage Services, Inc at CUNA Brokerage Services, Inc
    J. S.
    Financial Advisor At Cuna Brokerage Services, Inc
  • Financial Advisor at CUNA Brokerage Services, Inc
    A. C. G.
    Financial Advisor

CUNA Brokerage Services, Inc Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Legal
  • Community & Social Services
  • Finance
  • Quality Assurance
  • Other
  • Program & Project Management
  • Consulting

Banking is the largest department at 91% of profiles with a known department, followed by Legal (3%) and Community & Social Services (1%).

Contact profiles from CUNA Brokerage Services, Inc

Name
Title
Contact
Location
Last Update
  • Vp Wealth Management at CUNA Brokerage Services, Inc
    P. S.
    Vp Wealth Management
    Oct 03, 2026
  • Senior Vice President Credit Union Financial Solutions at CUNA Brokerage Services, Inc
    T. M.
    Senior Vice President Credit Union Financial Solutions
    Oct 21, 2024
  • Vice President Of Wealth Managment at CUNA Brokerage Services, Inc
    T. O.
    Vice President Of Wealth Managment
    Oct 16, 2024
  • Vice President Wealth Management at CUNA Brokerage Services, Inc
    W. G.
    Vice President Wealth Management
    Oct 23, 2024
  • Compliance Consultant Ii at CUNA Brokerage Services, Inc
    S. Q.
    Compliance Consultant Ii
    Oct 21, 2024
  • Financial Advisor at CUNA Brokerage Services, Inc
    S. T.
    Financial Advisor
    Oct 23, 2026
  • Financial Advisor At Cuna Brokerage Services, Inc at CUNA Brokerage Services, Inc
    J. S.
    Financial Advisor At Cuna Brokerage Services, Inc
    Sep 18, 2026
  • Financial Advisor at CUNA Brokerage Services, Inc
    A. C. G.
    Financial Advisor
    Oct 17, 2024
  • Financial Advisor at CUNA Brokerage Services, Inc
    C. P.
    Financial Advisor
    Oct 21, 2024
  • Financial Advisor at CUNA Brokerage Services, Inc
    D. F. C.
    Financial Advisor
    Oct 17, 2024

Frequently Asked Questions

What are the largest departments at CUNA Brokerage Services, Inc?

Minus sign iconPlus sign icon
Banking is the largest department at 91% of profiles with a known department, followed by Legal (3%) and Community & Social Services (1%). CUNA Brokerage Services, Inc's workforce spans 7 departments.

Where are CUNA Brokerage Services, Inc's employees located?

Minus sign iconPlus sign icon
CUNA Brokerage Services, Inc has about 201 employees across 2 continents, most of them in North America. North America accounts for 99% of CUNA Brokerage Services, Inc's workforce, followed by Europe (1%). By country, the largest groups are United States Of America (99%) and United Kingdom Of Great Britain And Northern Ireland (1%).

How many employees does CUNA Brokerage Services, Inc have currently?

Minus sign iconPlus sign icon
CUNA Brokerage Services, Inc has approximately 201 employees as of July 2026. These team members are located across 2 continents, including North America and Europe.

Who are CUNA Brokerage Services, Inc's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, CUNA Brokerage Services, Inc's key employees include:

  • Vp Wealth Management: P. S.
  • Vice President Of Wealth Managment: T. O.
  • Vice President Wealth Management: W. G.
  • Senior Vice President Credit Union Financial Solutions: T. M.
  • Compliance Consultant Ii: S. Q.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is CUNA Brokerage Services, Inc's most common email format?

Minus sign iconPlus sign icon
CUNA Brokerage Services, Inc employees' email format typically follows the pattern of First.Last@cunabrokerage.com. Trying to find reliable and up-to-date employee contact data? Find more CUNA Brokerage Services, Inc email formats with LeadIQ.

What is CUNA Brokerage Services, Inc known for?

Minus sign iconPlus sign icon
CUNA Brokerage Services, Inc was founded in 1985 and operates in the Investment Management industry. You can contact CUNA Brokerage Services, Inc's main corporate office by phone at . Explore CUNA Brokerage Services, Inc's company overview page for more information.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.