Brokerage and Advisory Services
   
 
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A credit union service organization (CUSO) wholly-owned by Members United, Balance Sheet Solutions, LLC, provides brokerage and advisory services specifically for credit unions. Our experienced investment, balance sheet, and market experts are here to meet the wide-ranging balance sheet needs of our members.

By centralizing access to individuals who make credit unions' balance sheets their specialty, we have truly created a one-stop solution. The CUSO is both a FINRA and SIPC member, a registered broker/dealer, and an SEC registered investment advisor. By clicking a link below, you will be directed to Balance Sheet Solutions' website, where you can obtain more information on the following items.

Balance Sheet Solutions, LLC offers:
Marketable Securities
SimpliCD
Corporate Certificates
Investment Advisory Services
Credit Union in Transition Program
Portfolio Benchmarking
Share Sensitivity Analysis
A/L Management

   
   
   
   
   
  Balance Sheet Solutions, LLC is a Securities and Exchange Commission (SEC) registered broker-dealer and investment advisor and is a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC).