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.
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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 (866) 512-6109. CBSI is under contract with the financial institution to make securities available to members. 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. Not a deposit of any financial institution. CBSI is a registered broker/dealer in all fifty states of the United States of America.
UFCU Routing Number: 272484894
Insured by NCUA. Equal Housing Lender – We do business in accordance with the Fair Housing Act and Equal Credit Opportunity Act. NMLS #471962.
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