A complete list of active advisors currently associated with Credit Union Investment Services
Warmer can help you find a great advisor at Credit Union Investment Services or one who fits your needs even better.
Credit Union Investment Services primarily serves individual investors who must be residents of North Carolina and maintains a small number of trust clients; it provides non-discretionary portfolio management, asset allocation advice, and retirement and financial planning (the firm also offers a separately described wrap fee program). Clients typically receive recommendations for mutual funds, ETFs and fixed income products rather than discretionary trading by the firm. CUIS’s advice is goals-based and non-discretionary: the firm emphasizes a long-term horizon (generally recommending at least a five-year holding period), relies largely on no-load, low-cost index mutual funds and ETFs, and uses planning software to model scenarios and conduct annual account reviews while leaving implementation decisions to clients. Investment representatives are salaried employees of the parent credit union and do not receive commissions on recommended products. The firm is notable for operating inside a credit-union ecosystem: CUIS is a wholly owned subsidiary of State Employees’ Credit Union (SECU), owns an affiliated broker-dealer (SBS), and is connected to affiliated businesses including SECU*RE property management, SECU Life Insurance, and a minority interest in Member Trust Company, each of which can provide ancillary services to clients without obligation. CUIS also reports a predominance of non-discretionary assets (over $3 billion reported as non-discretionary as of June 30, 2025), requires NC residency to open accounts, and generally uses asset-based rather than fixed-fee arrangements while requiring custody through its affiliated brokerage relationships.
To learn more about the advisors currently working at Credit Union Investment Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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