Credit Union Investment Services, Inc.
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ADV data as of May 18, 2026
- Regulatory AUM
- $111K
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 1
- Employees
- 258
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $111K | 100.0% |
People (257)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew Allen Hamilton | Registered representative | Sep 2007 (19y) | ||
| Sheila Craft Dalton | Registered representative | Sep 2007 (19y) | ||
| Kenneth Robert Garris | Registered representative | CFP | Sep 2007 (19y) | |
| Crystal Deal White | Registered representative | Oct 2007 (19y) | ||
| Jonathan Durward Jones | Registered representative | CFP | Feb 2008 (19y) | |
| Stacey June Waddell | Registered representative | CFP | May 2008 (18y) | |
| Amy Mcadam Parker | Registered representative | Aug 2008 (18y) | ||
| Ginger Brandon Christmas | Registered representative | Oct 2008 (18y) | ||
| Jacob Duke Hardy | Registered representative | Nov 2008 (18y) | ||
| John Brandon Whaley | Registered representative | Mar 2009 (17y) | ||
| Ioulia Aleksandrovna Link | Registered representative | CFP | Jun 2009 (17y) | |
| Krista Brackin Loew | Registered representative | Sep 2009 (17y) | ||
| Aaron Benjamin Sauls | Registered representative | Sep 2009 (17y) | ||
| Jason Alan Brittingham | Registered representative | May 2010 (16y) | ||
| Matthew David Kennedy | Registered representative | Aug 2010 (16y) | ||
| Paul Wickliffe Cathey | Registered representative | Oct 2010 (16y) | ||
| Lauren Lengefeld Medlin | Registered representative | Apr 2011 (15y) | ||
| Nicholas Simon Aldridge | Registered representative | Jun 2011 (15y) | ||
| John Nicks Mobley | Registered representative | Jul 2011 (15y) | ||
| Timothy Carl Fox | Registered representative | Dec 2011 (15y) | ||
| Juliana Vida Lowe | Registered representative | Mar 2012 (14y) | ||
| Kimberly Heiser Macinnes | Registered representative | Mar 2012 (14y) | ||
| Emily Monroe Poole | Registered representative | Mar 2012 (14y) | ||
| Kathy Bivens York | Registered representative | Apr 2012 (14y) | ||
| Stephen Sanford Pierce | Registered representative | May 2012 (14y) | ||
| Joshua Andrew Barwick | Registered representative | CFP | Jun 2012 (14y) | |
| Elizabeth Merrit Gates | Registered representative | Jul 2012 (14y) | ||
| Darlene Holt Scoggins | Registered representative | Jul 2012 (14y) | ||
| Cassandra Nodine Smith | Registered representative | CFP | Oct 2012 (14y) | |
| Jonathan Baxter Stout | Registered representative | Oct 2012 (14y) | ||
| James Aaron Thomas | Registered representative | Oct 2012 (14y) | ||
| Joshua Frederick Mizell | Registered representative | Dec 2012 (14y) | ||
| Charles Thomas Zalman | Registered representative | CFP | Dec 2012 (14y) | |
| Jason Andrew Hann | Registered representative | Dec 2012 (14y) | ||
| Katherine Landis Surles | Registered representative | CFP | Jan 2013 (14y) | |
| Diana Sermons Rath | Registered representative | Feb 2013 (14y) | ||
| Joie Pittman White | Registered representative | Feb 2013 (14y) | ||
| Douglas Andrew Payne | Registered representative | CFP | Feb 2013 (14y) | |
| Wesley Rees Hayford | Registered representative | Apr 2013 (13y) | ||
| James Bradshaw Parrish | Registered representative | May 2013 (13y) | ||
| Joshua Vick Davis | Registered representative | CFP | May 2013 (13y) | |
| Kimberly Dawn Pittman | Registered representative | CFP | Jul 2013 (13y) | |
| Laura Ashley Northcutt | Registered representative | Sep 2013 (13y) | ||
| Alicia Tegan Love | Registered representative | Sep 2013 (13y) | ||
| Logan Scott Price | Registered representative | CFP | Nov 2013 (13y) | |
| Amanda Morgan English | Registered representative | Dec 2013 (13y) | ||
| Scott Bryan Garner | Registered representative | Dec 2013 (13y) | ||
| Walter Flave Hart | Registered representative | Jan 2014 (13y) | ||
| Thomas Kyle Clayton | Registered representative | Jun 2014 (12y) | ||
| Peter Boyette Simms | Registered representative | Aug 2014 (12y) | ||
| Jordan Robert Nichols | Registered representative | Sep 2014 (12y) | ||
| Laura Jones Tovar | Registered representative | Nov 2014 (12y) | ||
| Mariah Rose Dockery | Registered representative | Dec 2014 (12y) | ||
| Brandon Durant Earl | Registered representative | Dec 2014 (12y) | ||
| Christopher Read Smith | Registered representative | Dec 2014 (12y) | ||
| Joe Jacob Poran | Registered representative | Dec 2014 (12y) | ||
| William Jordan Barefoot | Registered representative | Mar 2015 (11y) | ||
| Zachary Ryan Pittman | Registered representative | Mar 2015 (11y) | ||
| Michael Patrick Conley | Registered representative | CFP | Apr 2015 (11y) | |
| Joshua Stephen Shellman | Registered representative | May 2015 (11y) | ||
| Dana Flowers Dawson | Registered representative | May 2015 (11y) | ||
| Eric Thomas Hawkins | Registered representative | May 2015 (11y) | ||
| Joshua Roscoe South | Registered representative | Jul 2015 (11y) | ||
| Lacey Jaye Hayes | Registered representative | Jul 2015 (11y) | ||
| Sean Patrick Brennan | Registered representative | Jul 2015 (11y) | ||
| Heather Lorena Cardwell | Registered representative | Sep 2015 (11y) | ||
| Stephen Barrett Barden | Registered representative | Sep 2015 (11y) | ||
| Brittaney Leigh | Registered representative | Sep 2015 (11y) | ||
| Charles Shannon Ward | Registered representative | Oct 2015 (11y) | ||
| Melissa Terry Finch | Registered representative | Jan 2016 (11y) | ||
| Emily Jane Mullahey | Registered representative | Jan 2016 (11y) | ||
| Brandy Peedin Carlson | Registered representative | Feb 2016 (11y) | ||
| Mary Elizabeth Mcbroom | Registered representative | Feb 2016 (10y) | ||
| Wesley Alan Frady | Registered representative | Mar 2016 (10y) | ||
| Myles William Mcgee | Registered representative | Apr 2016 (10y) | ||
| Joycelyn Yvette White Stokes | Registered representative | May 2016 (10y) | ||
| Michael Jason Timmons | Registered representative | May 2016 (10y) | ||
| Jesse Carl Hudson | Registered representative | Jul 2016 (10y) | ||
| John Hunter Tompkins | Registered representative | Sep 2016 (10y) | ||
| Aaron Zachary Futral | Registered representative | Oct 2016 (10y) | ||
| Ashleigh Brewer Chadwick | Registered representative | Oct 2016 (10y) | ||
| Abby Elizabeth Drawdy | Registered representative | Nov 2016 (10y) | ||
| Charles Blake Agnew | Registered representative | Nov 2016 (10y) | ||
| Ashlie Kelley Link | Registered representative | Nov 2016 (10y) | ||
| Heather Rae Lawton | Registered representative | Nov 2016 (10y) | ||
| Chelsea Hunt Trimble | Registered representative | Dec 2016 (10y) | ||
| Philip Travis Brown | Registered representative | Dec 2016 (10y) | ||
| Jana Mason Nethery | Registered representative | Jan 2017 (10y) | ||
| Deana Marie Spainhour | Registered representative | Jan 2017 (10y) | ||
| Joseph Davis Pipkin | Registered representative | Mar 2017 (9y) | ||
| Perry Aycock | Registered representative | Apr 2017 (9y) | ||
| Philip Andrew Lahr | Registered representative | Jun 2017 (9y) | ||
| Garrett R Malin | Registered representative | Jun 2017 (9y) | ||
| Stephen Michael Eudy | Registered representative | Jul 2017 (9y) | ||
| Christopher Alan Johns | Registered representative | Jul 2017 (9y) | ||
| Melissa Anne Howell | Registered representative | Jul 2017 (9y) | ||
| Rollin Alton Warren | Registered representative | Aug 2017 (9y) | ||
| Allison Marie Flippin | Registered representative | CFP | Aug 2017 (9y) | |
| Adrianna Gray Winslow | Registered representative | Aug 2017 (9y) | ||
| Amber Blankenship Roemmich | Registered representative | Sep 2017 (9y) | ||
| Jennifer Howard Evans | Registered representative | Sep 2017 (9y) | ||
| Dustin Allen Garrett | Registered representative | Oct 2017 (9y) | ||
| Kisha Ratliff Ellerbe | Registered representative | Oct 2017 (9y) | ||
| Jeremy Allen Smith | Registered representative | Jan 2018 (9y) | ||
| Martha Kate Smith | Registered representative | CFP | Jan 2018 (9y) | |
| Jennifer Dayle Walker | Registered representative | Feb 2018 (9y) | ||
| Zachary William Curtis | Registered representative | Mar 2018 (8y) | ||
| Adam Wardwell Mark | Registered representative | Mar 2018 (8y) | ||
| Robert Harry Brennan | Registered representative | Mar 2018 (8y) | ||
| Stephanie Park Shaw | Registered representative | May 2018 (8y) | ||
| Casey Allen Simpson | Registered representative | May 2018 (8y) | ||
| Benjamin Charles Foreman | Registered representative | May 2018 (8y) | ||
| Joseph Clark Hampton | Registered representative | Jul 2018 (8y) | ||
| Jason Leo Wilson | Registered representative | Jul 2018 (8y) | ||
| Anna Louise Bischoff | Registered representative | Oct 2018 (8y) | ||
| Cody James Nussbaum | Registered representative | Oct 2018 (8y) | ||
| Ryan Michael West | Registered representative | Nov 2018 (8y) | ||
| Amber Boyd Creed | Registered representative | Nov 2018 (8y) | ||
| Shamyra Shanori Newton | Registered representative | Nov 2018 (8y) | ||
| Frankie Odell Hunt | Registered representative | Dec 2018 (8y) | ||
| Robert Allen Talton | Registered representative | Dec 2018 (8y) | ||
| Julian Gregory Scarborough | Registered representative | Jan 2019 (8y) | ||
| Chasity Nicole Griffin | Registered representative | Feb 2019 (8y) | ||
| Katherine Von Peterffy Kerns | Registered representative | Mar 2019 (7y) | ||
| Stephen Harold Sorrell | Registered representative | Mar 2019 (7y) | ||
| Chelsea Ann Deese | Registered representative | Apr 2019 (7y) | ||
| Cindy Queen Graham | Registered representative | Apr 2019 (7y) | ||
| Michael Ethan Finch | Registered representative | CFP | Aug 2019 (7y) | |
| Michael Christopher Rawls | Registered representative | Oct 2019 (7y) | ||
| Tony Randall Walker | Registered representative | Oct 2019 (7y) | ||
| Donna Elizabeth Dewhurst | Registered representative | Dec 2019 (7y) | ||
| James Michael Neal | Registered representative | Feb 2020 (7y) | ||
| Timothy Elliott De Groot | Registered representative | May 2020 (6y) | ||
| Jonathan Mark Nelson | Registered representative | Aug 2020 (6y) | ||
| Amy Braxton Hairr | Registered representative | Aug 2020 (6y) | ||
| Jenna Tucker Middleton | Registered representative | Dec 2020 (6y) | ||
| Gene William Turner | Registered representative | Jan 2021 (6y) | ||
| Aaron Michael Allwardt | Registered representative | Feb 2021 (6y) | ||
| Jaynene Marie Landrum | Registered representative | Jun 2021 (5y) | ||
| Paula Ali | Registered representative | Jun 2021 (5y) | ||
| Laura Hartz Connors | Registered representative | Sep 2021 (5y) | ||
| Kjersti Lynne Lockhart | Registered representative | Nov 2021 (5y) | ||
| Jeroen Wesley Stone | Registered representative | Jan 2022 (5y) | ||
| Joseph Peter Bowman | Registered representative | Apr 2022 (4y) | ||
| Tenesha Thompson Carter | Registered representative | CFP | Apr 2022 (4y) | |
| Austin Michael Winstead | Registered representative | May 2022 (4y) | ||
| Christopher Charles Gray | Registered representative | Jun 2022 (4y) | ||
| Jonathan Ashton Miller | Registered representative | Jun 2022 (4y) | ||
| Joseph Earl Barnes | Registered representative | Jun 2022 (4y) | ||
| Connor Harris Newsome | Registered representative | CFP | Jun 2022 (4y) | |
| Jamie Taylor Hodges | Registered representative | Jun 2022 (4y) | ||
| Martin Caswell Hefner | Registered representative | CFP | Jul 2022 (4y) | |
| Darrall Fredrick Murchison | Registered representative | Jul 2022 (4y) | ||
| Lisa Renee Moore | Registered representative | Jul 2022 (4y) | ||
| Thomas Garrison Baysinger | Registered representative | Jul 2022 (4y) | ||
| Bradley Steven Dillard | Registered representative | Aug 2022 (4y) | ||
| Thomas Paul Burick | Registered representative | Aug 2022 (4y) | ||
| Bailey Baron Killough | Registered representative | Aug 2022 (4y) | ||
| Alaina Dionne Mc Gahan | Registered representative | Aug 2022 (4y) | ||
| Candace Rose Lindeberg | Registered representative | Sep 2022 (4y) | ||
| Ryan Allen Walton | Registered representative | CFP | Sep 2022 (4y) | |
| Caroline Helen Georgiadis | Registered representative | Sep 2022 (4y) | ||
| Bradley Keith Oxford | Registered representative | CFP | Sep 2022 (4y) | |
| Matthew Anthony Horne | Registered representative | Sep 2022 (4y) | ||
| Scott Earl Coggins | Registered representative | Sep 2022 (4y) | ||
| Alexandria Ramona Moore | Registered representative | Oct 2022 (4y) | ||
| Jared Ray Smith | Registered representative | Oct 2022 (4y) | ||
| David Lindsey Spencer | Registered representative | Oct 2022 (4y) | ||
| Kayla Reed Smith | Registered representative | Oct 2022 (4y) | ||
| Jonathan Prince Forte | Registered representative | Oct 2022 (4y) | ||
| Dixie Patrick Morgan | Registered representative | Oct 2022 (4y) | ||
| Ernest Brad Hatley | Registered representative | Nov 2022 (4y) | ||
| Erin Lee Searcy | Registered representative | Nov 2022 (4y) | ||
| Lowell Jared Taylor | Registered representative | Nov 2022 (4y) | ||
| Mary Whitted Hendrix | Registered representative | CFP | Dec 2022 (4y) | |
| Kelly Sue Childs | Registered representative | Dec 2022 (4y) | ||
| Sydney Kristina Dugan | Registered representative | Jan 2023 (4y) | ||
| Samantha Gray Fowler | Registered representative | Jan 2023 (4y) | ||
| Cody Charles Mc Collem | Registered representative | Jan 2023 (4y) | ||
| Mark Edward Brisson | Registered representative | Jan 2023 (4y) | ||
| Kyle Fredrick Hoopes | Registered representative | Jan 2023 (4y) | ||
| Andrew M Johnson | Registered representative | CFP Chartered Financial Consultant | Feb 2023 (4y) | |
| Caleb Anthony Jarman | Registered representative | Feb 2023 (4y) | ||
| James Erwin Johnson | Registered representative | Feb 2023 (4y) | ||
| Kassidy Taylor Greer | Registered representative | Feb 2023 (4y) | ||
| Mathew Davis Hopkins | Registered representative | Feb 2023 (4y) | ||
| Andrew Patrick Currin | Registered representative | Feb 2023 (4y) | ||
| Jalyn Malik Thorpe | Registered representative | Feb 2023 (4y) | ||
| Boman Wayne Richardson | Registered representative | Mar 2023 (3y) | ||
| Shawn Thomas Elder | Registered representative | CFP | Apr 2023 (3y) | |
| Airis Alexander Abolins | Registered representative | Apr 2023 (3y) | ||
| Michael Shane Pate | Registered representative | May 2023 (3y) | ||
| Christopher Scott King | Registered representative | May 2023 (3y) | ||
| Brent A Niswander | Registered representative | Jun 2023 (3y) | ||
| Jorden Allegra Masson | Registered representative | Jun 2023 (3y) | ||
| Jeremy Scott Crawley | Registered representative | Jul 2023 (3y) | ||
| Antonio Navarro | Registered representative | Jul 2023 (3y) | ||
| Keith Arnold Bell | Registered representative | Jul 2023 (3y) | ||
| Nicholas Mcneill Cato | Registered representative | Aug 2023 (3y) | ||
| Eric Matthew Kotecki | Registered representative | CFP | Aug 2023 (3y) | |
| Emma Luckadoo Corneliussen | Registered representative | Sep 2023 (3y) | ||
| Gerrit Dirkse Van Schalkwyk | Registered representative | Sep 2023 (3y) | ||
| William Davis Simmons | Registered representative | CFP | Oct 2023 (3y) | |
| Joshua Eric Hart | Registered representative | Oct 2023 (3y) | ||
| Luke Evan Taylor | Registered representative | CFP | Oct 2023 (3y) | |
| Alexander Tate Parker | Registered representative | Nov 2023 (3y) | ||
| Russell D Ahlers | Registered representative | Nov 2023 (3y) | ||
| Colbie Edward Dwiggins | Registered representative | Dec 2023 (3y) | ||
| Troy Johnson Moore | Registered representative | CFP | Feb 2024 (3y) | |
| John Michael Sanders | Registered representative | Mar 2024 (2y) | ||
| Noah Hollowell | Registered representative | Apr 2024 (2y) | ||
| Riddhi K Agarwal | Registered representative | Apr 2024 (2y) | ||
| Alexander Cornell Oliver | Registered representative | Apr 2024 (2y) | ||
| Quinton Ramsey Rannells | Registered representative | May 2024 (2y) | ||
| Steven Daniel Gray | Registered representative | Jun 2024 (2y) | ||
| Joshua Paul Justice | Registered representative | Jun 2024 (2y) | ||
| Matthew T Bradshaw | Registered representative | Jul 2024 (2y) | ||
| Hunter Thomas Osborne | Registered representative | Aug 2024 (2y) | ||
| Hannon Edward Herring | Registered representative | Aug 2024 (2y) | ||
| Michael Alan Boedeker | Registered representative | Sep 2024 (2y) | ||
| Destaney Deana Jones | Registered representative | Oct 2024 (2y) | ||
| Kevin Durrelle Haggard | Registered representative | CFP | Oct 2024 (2y) | |
| Christina Leigh Bormann Scagnelli | Registered representative | Oct 2024 (2y) | ||
| Zachary Scott Overton | Registered representative | Nov 2024 (2y) | ||
| Benjamin Casey Barrett | Registered representative | Nov 2024 (2y) | ||
| Christopher George Satalino | Registered representative | Dec 2024 (2y) | ||
| Paul Harris Lloyd | Registered representative | CFP | Dec 2024 (2y) | |
| Matthew James Sykes | Registered representative | Dec 2024 (2y) | ||
| Anthony Cruz | Registered representative | Jan 2025 (2y) | ||
| Alexander Jordan Cartrette | Registered representative | Feb 2025 (2y) | ||
| Michael Bryan Metcalf | Registered representative | Mar 2025 (1y) | ||
| Matthew Wyatt Mcneill | Registered representative | Mar 2025 (1y) | ||
| Terrance Leroy Holmes | Registered representative | Mar 2025 (1y) | ||
| Kevin Michael Furr | Registered representative | Apr 2025 (1y) | ||
| John Bradley Lopp | Registered representative | May 2025 (1y) | ||
| Alexander Joseph Hoscila | Registered representative | Jun 2025 (1y) | ||
| Eagan Xavier Rooney | Registered representative | Jun 2025 (1y) | ||
| Zachary Tyler Cook | Registered representative | Jul 2025 (1y) | ||
| Justin Yann Cauret | Registered representative | Aug 2025 (1y) | ||
| Miranda Rose Mc Neil | Registered representative | Aug 2025 (1y) | ||
| Joshua Ambrose Barker | Registered representative | Aug 2025 (1y) | ||
| Matthew William Foushee | Registered representative | Aug 2025 (1y) | ||
| Keenan Ronald Hall | Registered representative | Sep 2025 (1y) | ||
| Laurel G Bacogeorge | Registered representative | Sep 2025 (1y) | ||
| Tevin Jorge Pettiford Dubose | Registered representative | Sep 2025 (1y) | ||
| Brandon James Demery | Registered representative | Sep 2025 (1y) | ||
| David Alan Stiff | Registered representative | Nov 2025 (1y) | ||
| Megan Elena Daniel | Registered representative | Nov 2025 (1y) | ||
| Caleb Thomas Rash | Registered representative | Nov 2025 (1y) | ||
| Elvis Dobro | Registered representative | Jan 2026 (1y) | ||
| Ally Kaye Goss | Registered representative | Jan 2026 (1y) | ||
| Kara Michelle Bullock | Registered representative | Jan 2026 (1y) | ||
| Curtis Charles Dean | Registered representative | Feb 2026 (1y) | ||
| Bryson Trace Lee | Registered representative | Mar 2026 (0y) | ||
| Mark Wade Martin | Registered representative | Apr 2026 (0y) | ||
| Steven Nathaniel Long | Registered representative | Jun 2026 (0y) | ||
| Joshua Cory Swaim | Registered representative | Jun 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/18/2026 | 3.71 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 18, 2026.
View current Form ADV (SEC/IAPD) ↗