Alaska USA Chooses CUNA Brokerage Services Inc.

Rick Uhlmann

Jess Noelck

Investment Services Program Available to 450,000 Members

ANCHORAGE, Alaska — Alaska USA Federal Credit Union is bringing CUNA Brokerage Services, Inc’s., investment services program to its nearly 450,000 members.

“CBSI’s investment program will help Alaska USA fulfill its commitment to provide comprehensive financial services to members.  The CBSI business model works well with Alaska USA’s service delivery strategy that includes electronic access and an extensive network of branches and financial centers,” said Bill Eckhardt, president, Alaska USA.

The addition of CBSI’s investment program will complement Alaska USA’s existing full range of services to members, including Alaska USA Trust Company and Alaska USA Insurance Brokers, the largest independent insurance agency in Alaska.

Alaska USA Trust Company provides personal trust and investment services to individuals and institutional trust and custody services to Alaska public units and other financial institutions nationwide. Alaska USA Insurance Brokers offers property, casualty, and other types of insurance to individuals and businesses throughout Alaska and in Washington.

“We are pleased and excited about Alaska USA Federal Credit Union joining the CBSI family,” said Jim Metz, president, CBSI. “CBSI’s investment program will help Alaska USA deepen member relationships and give members another reason to look to Alaska USA for all of their financial needs.”

Alaska USA Federal Credit Union, which has approximately $4.9 billion in assets and nearly 450,000 members, is headquartered in Anchorage and operates 62 branches and six financial centers in Alaska, Washington and California.

CUNA Brokerage Services is the leading broker/dealer serving the credit union market. With more than 250 credit union programs, 400 active advisors, with more than $2.3 billion in mutual fund, annuity and managed account sales, and over $136 million in annual revenue, no other broker-dealer in the credit union marketplace has played such an important role over the years as CUNA Brokerage Services, an affiliate of CUNA Mutual Group.

CUNA Mutual Group insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. With more than 75 years of true market commitment, CUNA Mutual Group’s vision is unwavering: To be a trusted business partner who delivers service excellence through customer-focused products and market-driven insight. More information on the company is available on the company’s website at

CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Life, accident, health and annuity insurance products are issued by CMFG Life Insurance Company. Property and casualty insurance products are issued by CUMIS Insurance Society, Inc. Each insurer is solely responsible for the financial obligations under the policies and contracts it issues. Corporate headquarters are located in Madison, Wis.

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.  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. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.

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