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Wealth Management

CUSB Wealth Management Solutions


Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Broker Check

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. CUSB Bank and CUSB Wealth Management Solutions are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CUSB Wealth Management Solutions, and may also be employees of CUSB Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CUSB Bank or CUSB Wealth Management Solutions.

Securities and insurance offered through LPL or its affiliates are: 

The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: IA, MN, WI