talk to an advisor

Meet with a financial advisor who gets to know you.

United Investment Planning Advisors are committed to understanding your specific needs. Together, we’ll create a plan for the future that makes your financial plans a reality.

Stop by and let’s talk.

Meet Our Advisors

Check the background of the investment professionals on FINRA's BrokerCheck.

The United Investment Planning program 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

United Investment Planning Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. 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. 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. FR-2518940.1-0419-0521

United Routing Number: 272484894

 

facebook icon 
instragram icon 
twitter icon 
youtube icon 
linkedin icon 

HOURS & HELP
BANKING
ABOUT US
MEMBERS

Insured by NCUA. Equal Housing Lender – We do business in accordance with the Fair Housing Act and Equal Credit Opportunity Act. NMLS #471962.

If you are using a screen reader or other auxiliary aid and are having trouble using our website, call us at (888) 982-1400 for some help. All products and services available on this website are available at all United Federal Credit Union full-service locations.