CUSO Financial Services Tempts Another Credit Union to Switch from LPL
Investment News | Steve Randall
July 7, 2023
CUSO Financial Services (CFS) is to provide wealth management services to Capital Credit Union of Wisconsin, which is switching affiliation from LPL Financial.
Capital, which is nearing its centenary, has more than 120,000 customers with $2.3 billion in total credit union deposits across Wisconsin through its 24 branches, and the multiyear partnership marks another significant step in the growth of CFS.
