The latest from Frank Smith

Oct 22, 2020 - by Frank Smith, TruStage

Why investment services are crucial to your members

We’ve known for some time that credit union members would prefer accessing financial services at a credit union. While more than half of members report that, only 3% of ...

Frank Smith

Director, Investment Solutions
CUNA Mutual Group

Web: www.cunamutual.com

Frank is the Director of Investment Solutions at CUNA Mutual Group. In this role, Frank leads the Executive Benefits, Retirement, and CUNA Brokerage Services, Inc. (“CBSI”) specialist teams. These three teams deliver wealth management services to a credit union’s key constituents – executives, front line staff, and members.

Frank joined CUNA Mutual Group in 2018 after thirteen years at LPL Financial, an independent broker/dealer and RIA that worked with financial institutions and advisors.

Prior to his time at CUNA Mutual Group, Frank was a Senior Vice President at LPL Financial, where he led the large enterprise business consulting group and RIA consulting group that worked with over 4,000 financial advisors and the top RIA firms at LPL. During his tenure at LPL, Frank also held business development, consulting, and aquisition roles within LPL’s financial institituion division, a division that worked with banks and credit unions, including building and leading an advisor recruiting group that helped drive growth by adding the right advisor talent. Frank has been featured as an industry thought leader in Bank Investment Consultant magazine, where he has published articles focused on how to effectively recruit advisors into financial institution wealth management programs.

Frank earned a BSBA in marketing at UNC Charlotte and a graduate certificate in corporate innovation and entreprenuership from Penn State Universtiy. Frank holds his FINRA Series 7 and 66 licenses and is Life, Health and Annuity licensed.

The latest from Frank Smith

Why investment services are crucial to your members

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