CUNA Brokerage Services Revenue and Competitors

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Madison, WI USA



Total Funding



Estimated Revenue & Valuation

  • CUNA Brokerage Services's estimated annual revenue is currently $47.7M per year.(i)
  • CUNA Brokerage Services's estimated revenue per employee is $269,450

Employee Data

  • CUNA Brokerage Services has 177 Employees.(i)
  • CUNA Brokerage Services grew their employee count by -31% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
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CUNA Brokerage Services, Inc. is the broker/dealer arm of CUNA Mutual Group. Based in credit unions, our advisors help members with financial, investment, insurance and retirement savings services.



Total Funding


Number of Employees


Revenue (est)


Employee Growth %





CUNA Brokerage Services News

2022-04-13 - CUNA Mutual Group Reports Record Financials and Exceptional ...

Built on the principle of "people helping people," CUNA Mutual Group is a financially strong insurance, investment and financial services...

2022-04-06 - Gallagher's Retirement leaves Kestra for Advisor Group's Triad ...

... Kestra Investment Services for Advisor Group's Triad Advisors, ... only CUNA Brokerage Services' pending migration to LPL Financial,...

2022-04-06 - Sudden $6 billion brokerage switch by Gallagher Retirement to hybrid RIA model

Kestra Investment Services for Advisor's Group Triad advisor ... first one was the migration to LPL Financials by CUNA Brokerage Services.

2019-09-08 - Breaking Down Risk Tolerance

Jamie Letcher is a Financial Adviser with CUNA Brokerage Services, located at Summit Credit Union in Madison, Wis. Summit Credit Union is a ...

2019-09-07 - Great NorthWest Retirement & Investment Services, Michelle ...

There, Michelle provides services through Great NorthWest's partnership with CUNA Brokerage Services (CBSI), who provides services to ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding