CU Investment Solutions

Finance · Kansas, United States · 11-50 Employees

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Overview

Headquarters

8500 W 110th St Ste 650, Overland Park, ...

Phone Number

(913) 912-5240

Revenue

$5.9 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
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ZI Rank
1
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About CU Investment Solutions

CU Investment Solutions assists the Corporate Credit Union Network and its member credit unions in achieving successful investment strategies. Founded in 1998, CU Investment Solutions' initial mission focused on providing broker-dealer and investment advisory services exclusively for corporate credit unions. Since then, CU Investment Solutions has expanded its role, making it possible for credit unions to access marketable securities through its Corporate Agent Program. CU Investment Solutions is registered with the Securities and Exchange Commission (SEC) as a broker-dealer under the Securities Exchange Act of 1934. CU Investment Solutions also is registered in the state of Kansas as an investment advisor under the Kansas Securities Act. CU Investment Solutions is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).Check the background of this firm and representatives on FINRA's BrokerCheck.Explore more
CU Investment Solutions's Social MediaPopular SearchesCu Investment Solutions LLCInvestment Solutions LLCCualliance LLCCU Investment Solutions IncC U Investment Solutions LLCSIC Code 62,621NAICS Code 52,523Show more

CU Investment Solutions Org Chart

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Bradford Thomas, Chief Financial Officer at CU Investment Solutions
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Chief Financial Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CU Investment Solutions

$5.9M
11-50
Private
-
1998
Bradford Thomas, Chief Financial Officer at CU Investment Solutions
Bradford ThomasChief Financial Officer
<$5M
1-10
Private
-
2013
KJ
Kara JossiFinancial Advisor
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
MH
Michael HolligerManaging Partner, Private Wealth Manager
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Company Profile Activity

i

Among all Finance companies

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Activity Insights

CU Investment Solutions is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CU Investment Solutions is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CU Investment Solutions.

CU Investment Solutions Tech Stack

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Frequently Asked Questions Regarding CU Investment Solutions

What is CU Investment Solutions's official website?
CU Investment Solutions's official website is www.cu-isi.org
What is CU Investment Solutions's Revenue?
CU Investment Solutions's revenue is $5.9 Million
What is CU Investment Solutions's SIC code?
CU Investment Solutions's SIC: 62,621
What is CU Investment Solutions's NAICS code?
CU Investment Solutions's NAICS: 52,523
How many employees does CU Investment Solutions have?
CU Investment Solutions has 11-50 employees
What industry does CU Investment Solutions belong to?
CU Investment Solutions is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is CU Investment Solutions competition?
CU Investment Solutions top competitors include: Wealth Advisory Services, Belinda Petshow Investment Services, Eppolito Financial Strategies, Yeomans Consulting Group
What technology does CU Investment Solutions use?
Some of the popular technologies that CU Investment Solutions uses are: Barracuda Networks, Imperva Incapsula, Microsoft 365, Barracuda Email Security Gateway
Who is the CFO of CU Investment Solutions?
CU Investment Solutions's CFO is Bradford Thomas
How do I contact CU Investment Solutions?
CU Investment Solutions contact info: Phone number: (913) 912-5240 Website: www.cu-isi.org
What does CU Investment Solutions do?

CU Investment Solutions assists the Corporate Credit Union Network and its member credit unions in achieving successful investment strategies. Founded in 1998, CU Investment Solutions' initial mission focused on providing broker-dealer and investment advisory services exclusively for corporate credit unions. Since then, CU Investment Solutions has... expanded its role, making it possible for credit unions to access marketable securities through its Corporate Agent Program. CU Investment Solutions is registered with the Securities and Exchange Commission (SEC) as a broker-dealer under the Securities Exchange Act of 1934. CU Investment Solutions also is registered in the state of Kansas as an investment advisor under the Kansas Securities Act. CU Investment Solutions is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).Check the background of this firm and representatives on FINRA's BrokerCheck.Read More

What are CU Investment Solutions social media links?
CU Investment Solutions Linkedin page CU Investment Solutions Twitter page
Is CU Investment Solutions a public company?
CU Investment Solutions is private company therefore does not currently have an official ticker symbol
See more information about CU Investment Solutions

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