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CUNA Brokerage Services, Inc. (CBSI), a wealth management business-focused member of CUNA Mutual Group in Madison, Wis., has entered a strategic partnership with the San Diego-based LPL Financial, bringing the independent broker-dealer’s integrated digital platform to CBSI’s financial advisors and the credit union members they serve, the companies announced Monday.

As a result of the alliance, which will make CBSI one of LPL’s biggest clients and is subject to FINRA approval, LPL will also provide back-end broker-dealer/Registered Investment Advisor (RIA) services to CBSI. According to LPL, CBSI plans to transition to LPL’s platform in early 2022.

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Natasha Chilingerian

Natasha has served as an editor for CU Times since March 2015. She also served as a communications specialist for Xceed Financial Credit Union (now Kinecta FCU) in Los Angeles from 2013-2015, and as a CU Times freelancer from 2011-2013. She has been a professional writer for more than 16 years, specializing in news and lifestyle journalism as well as marketing copywriting for companies in the finance and technology space.

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