What departments does CUNA Brokerage Services, Inc have?

CUNA Brokerage Services, Inc has employees across 5 departments including Solutions Engineering, Banking, Finance, Business, Consultant.

What is the largest department at CUNA Brokerage Services, Inc?

The largest department at CUNA Brokerage Services, Inc is Banking with 12 employees.

Where are CUNA Brokerage Services, Inc employees located globally?

CUNA Brokerage Services, Inc has employees across 3 continents and 3 countries including Qatar, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has CUNA Brokerage Services, Inc's team size changed over time?

CUNA Brokerage Services, Inc's team has decreased from approximately 103 to 97 employees based on available data.

CUNA Brokerage Services, Inc Employee Directory

Investment ManagementWisconsin, United States201-500 Employees

CUNA Brokerage Services, Inc. operates in the investment management industry, offering services designed to support collaboration and sustainable success for financial professionals and their communities. Based in Madison, Wisconsin, the firm positions itself as part of a purpose-driven culture centered on empathy, transparency, and financial stability for the people it serves. With a workforce described in general terms, CBSI focuses on delivering value through team-based approaches that facilitate collaboration among its clients and partners. The company serves financial professionals and related clients within the United States, seeking to address practical needs in investment management and community-focused financial stability.

CUNA Brokerage Services, Inc Global Highlights

North America
140

United States Of America
140

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Asia
1

Qatar
1

CUNA Brokerage Services, Inc's Leadership

P. S.
Vp Wealth Management
Mobile Phone
Email
T. O.
Vice President Of Wealth Managment
Mobile Phone
Email
W. G.
Vice President Wealth Management
Mobile Phone
Email
T. M.
Senior Vice President Credit Union Financial Solutions
Mobile Phone
Email
S. T.
Financial Advisor
Mobile Phone
Email
J. S.
Financial Advisor At Cuna Brokerage Services, Inc
Mobile Phone
Email
A. C. G.
Financial Advisor
Mobile Phone
Email
C. P.
Financial Advisor
Mobile Phone
Email

CUNA Brokerage Services, Inc Employee Metrics

100%

50%

0%

2026

2025

Banking
Legal
Community & Social Services
Finance
Quality Assurance
Other
Program & Project Management
Consultant

Contact profiles from CUNA Brokerage Services, Inc

Name

Title

Contact Info

Location

Last Update

P. S.
Vp Wealth Management
Mobile Phone
Email
Jun 02, 2026
T. M.
Senior Vice President Credit Union Financial Solutions
Mobile Phone
Email
Oct 21, 2024
T. O.
Vice President Of Wealth Managment
Mobile Phone
Email
Oct 16, 2024
W. G.
Vice President Wealth Management
Mobile Phone
Email
Oct 23, 2024
S. T.
Financial Advisor
Mobile Phone
Email
Jul 08, 2026
J. S.
Financial Advisor At Cuna Brokerage Services, Inc
Mobile Phone
Email
Jul 01, 2026
A. C. G.
Financial Advisor
Mobile Phone
Email
Oct 17, 2024
C. P.
Financial Advisor
Mobile Phone
Email
Oct 21, 2024
D. F. C.
Financial Advisor
Mobile Phone
Email
Oct 17, 2024
D. M.
Business Innovation & Transformation Engineer
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is CUNA Brokerage Services, Inc known for?

CUNA Brokerage Services, Inc was founded in 1985 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-319-352-****

. Explore CUNA Brokerage Services, Inc's company overview page for more information.

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

CUNA Brokerage Services, Inc employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CUNA Brokerage Services, Inc email formats with LeadIQ.

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

CUNA Brokerage Services, Inc has approximately 201 employees as of July 2026. These team members are located across 3 continents, including North AmericaEuropeAsia.

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

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.
Financial Advisor: S. T.

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CUNA Brokerage Services, Inc Employee Directory

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