Atria’s CUSO Nabs Another Credit Union’s Wealth Management Program from LPL
Financial Advisor IQ | Alex Padalka
July 11, 2023
Atria Wealth Solutions subsidiary CUSO Financial Services (CFS) has poached another credit union’s wealth management program from LPL Financial.
Green Bay, Wisconsin–based Capital Credit Union, founded in 1927, has more than 120,000 members and $2.3 billion in total credit union deposits, according to CFS. It’s the third credit union to leave LPL for Atria’s CFS in the past two months, according to recent announcements.
The credit union’s decision to align with CFS was driven by a desire to find a partner “who fully understands and embraces the experience we are looking to create for our members,” Capital Credit Union’s president and chief executive officer, Laurie Butz, said in the announcement.
