Credit Union Investment Services

Updated today

Connect with this firm

Total assets under management

$110,960

Total clients

36,300

0% high-net worth

Total advisors

258

of 258 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

141

Average account size

Client services

Financial planning Portfolio management Educational seminars or workshops

Fee options

Percentage

$0+: 0.25% (Cash) $0+: 0.25% (Individual Fixed Income) $0+: 0.50% (All other Securities)

Other

Account minimum: $3,500

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Is not active or affiliated with:

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

Credit Union Investment Services

801 Hillsborough Street, 3 Rd Floor

Raleigh NC 27603, United States

Number of offices

279

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 800-451-5467

Advisors at this firm

Amber R

Series 63, Series 65

Durham, NC

Credit Union Investment Services

Jeremy S

Series 63, Series 65

Raleigh, NC

Credit Union Investment Services

Christina S

Series 66

Cary, NC

Credit Union Investment Services

Stephen B

Series 63, Series 65

Benson, NC

Credit Union Investment Services

Aaron A

Series 63, Series 65

Oak Ridge, NC

Credit Union Investment Services

Heather L

Series 63, Series 65

Raleigh, NC

Credit Union Investment Services

Thomas C

Series 63, Series 65

Sylva, NC

Credit Union Investment Services

Jared S

Series 63, Series 65

Lumberton, NC

Credit Union Investment Services

Troy M

CFP®, Series 63

Charlotte, NC

Credit Union Investment Services

Kayla S

Series 63, Series 65

Statesville, NC

Credit Union Investment Services

Zachary P

Series 63, Series 65

Lumberton, NC

Credit Union Investment Services

Jacob H

Series 63, Series 65

Granite Quarry, NC

Credit Union Investment Services

Destaney J

Series 66

Goldsboro, NC

Credit Union Investment Services

Walter H

Series 63, Series 65

Brevard, NC

Credit Union Investment Services

Andrew J

CFP®, ChFC®, Series 63

Raleigh, NC

Credit Union Investment Services

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Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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