Wednesday, January 15, 2020

CUNA Brokerage Services, Inc. Advisors Names in Top 100


Financial planning can be an intimidating undertaking for many consumers. Professional financial advisors play a key role in removing complexity and helping credit union members reach their goals.

We’re pleased to share that CUNA Brokerage Services, Inc. (CBSI) continues to bring the very top talent to credit union members across the country. Several CBSI advisors were named among the 2019 Top 100 Bank Advisors by Bank Investment Consultant.

These outstanding CBSI Advisors are:
·         Justin Dams, located at Veridian Credit Union in Waverly, IA
·         Frank Feng, located at Financial Center Credit Union in Stockton, CA
·         Costas Grekis, located at Clearview Federal Credit Union in Moon Township, PA
·         Randall Harris, located at Ascend Federal Credit Union in Tullahoma, TN
·         Donald Lutz, located at Sandia Laboratory Federal Credit Union in Albuquerque, NM
·         Bryan Roberts, located at American Heritage Federal Credit Union in Philadelphia, PA

Whether members are planning to buy a first home, preparing to retire or seeking insurance to protect their family, CUNA Mutual Group’s advisors provide accessible advice. They are highly trained, trusted partners to members.

CBSI is committed to making financial security accessible for the credit union community. Our advisors listen to identify members’ needs, simplify the financial planning process and help create confidence for the future.

Advisors are held to the highest of standards when it comes to helping members achieve financial stability. Because CBSI advisors support the fundamental mission of the credit union movement – to be in the member’s corner first and foremost– they are well-positioned to understand their clients’ unique needs and are deeply invested in helping those clients achieve their financial goals. The incentive is the member’s success.

CBSI salutes all our outstanding advisors and their efforts to remove barriers and help more credit union members make plans for financial security.




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.

CBSI-2902928.1-0120-0222