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Financial Advisors

Wings Financial Advisors* offers Investment Services, Tax Preparation Services, and AutoAdvantage discount auto buying services. The following links will take you to a site external to Wings Financial Credit Union.  [external link disclosure] 

 Other Wings Financial Advisors Services:

Wings Financial Advisors, LLC, a wholly owned subsidiary of Wings Financial Credit Union, exists to provide members with investment services, financial planning, insurance options and other services not traditionally offered by credit unions.

Representatives are registered through, 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.  Nondeposit 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.  CBSI is a registered broker/dealer in all fifty states of the United States of America.


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