Atria Recruits Capital Credit Union

Wealth Solutions Report | Chris Latham

July 7, 2023

CUSO Financial Services (CFS), a broker-dealer subsidiary of Atria Wealth Solutions focused on the credit union wealth management space, announced a multiyear partnership with Capital Credit Union, the fifth credit union in recent months to join CFS from LPL Financial.

Founded in 1927, Capital Credit Union has $2.3 billion in total credit union deposits and serves more than 120,000 members across Wisconsin through 24 branches. The credit union is based in Green Bay and has members in the greater Green Bay, Fox Valley and Heart of the Valley areas, in addition to Greenville, Oshkosh, Freedom, Shawano and Sturgeon Bay.

“We were looking for a partner who fully understands and embraces the experience we are looking to create for our members,” said Laurie Butz, Capital Credit Union’s President and CEO. “We have been serving the members of our community for nearly a century, and we needed to identify a firm that understands the credit union culture and changing needs of those we serve.”

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