Investment & Insurance

Grow Your Savings

CU1 Retirement & Investment Services

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Reaching your financial goals

The CU1RIS program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

You’ve come to the right place. Our experienced professionals are here to help you: 

  • Build your base by evaluating your insurance protection needs.
  • Accumulate assets for the future.
  • Manage wealth.
  • Create retirement income.
  • Plan your legacy.
 

Jeremy Young Headshot
Jeremy Young, ChFC®

Schedule Appointment

 

 

Senior Retirement &
Investment Representative

MEMBERS Financial Services Program
5910 Mineral Point Rd
Madison, WI 53705

Direct | 608.665.5601
Toll-Free | 888.888.3940, ext.6655601
Fax | 608.236.8694

[email protected]

Insurance License: AR 4590558 CA 0175819

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Check the background of these investment professionals on FINRA's BrokerCheck.

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Through CUNA Brokerage Services, Credit Union 1 makes available everything independent investors need to make informed decisions and help achieve their desired investment results.

Access Your Brokerage Account

CU1RIS professionals are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A CU1RIS, 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. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

 

CU1RIS Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A CU1RIS,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. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-3140601.1-0620-0722

 

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