MEMBERS™ Financial Services
800.369.2862

Check the background of this investment professional on FINRA's BrokerCheck.
For information on the services we offer, please see our Form CRS.

Skip to main content
  • Home
  • Financial Professional
  • Financial Strategy
    • Insurance Strategy

      Alternatives to help protect those you love.

      Learn More
    • Investment Strategy

      Options to help you save for the future.

      Learn More
    • Preparing For Your Future

      It's never too late to plan. Start today.

      Learn More
  • Account Information
  • Home
  • /
  • Calculator

Contact a Financial Professional

For guidance you need

Your Financial Professional

For guidance you need

Make a calculated Plan

Calculator Library
LPL Financial VeriSign Trusted
The financial professionals at MEMBERS Financial Services are registered representatives with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. CMFG Life Insurance Company and MEMBERS Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MEMBERS Financial Services, and may also be employees of CMFG Life Insurance Company. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CMFG Life Insurance Company or MEMBERS Financial Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
  • ©Copyright 2023, CUNA Mutual Group. All Rights Reserved.
  • Accessibility
  • Sitemap
  • Disclosures
  • Privacy Notice
  • Terms & Conditions
  • For Abuse Victims

Please wait...