Is CUNA BROKERAGE SERVICES, INC. active?

Yes — the South Dakota registry lists CUNA BROKERAGE SERVICES, INC. as active, as of the 2026-07-29 source snapshot. The status is republished verbatim from the Secretary of State record.

Where is CUNA BROKERAGE SERVICES, INC. registered?

CUNA BROKERAGE SERVICES, INC. is registered in South Dakota under company number FB009706, first registered on July 26, 1984.

What type of company is CUNA BROKERAGE SERVICES, INC.?

CUNA BROKERAGE SERVICES, INC. is registered as a corporation with the South Dakota Secretary of State.

Where is CUNA BROKERAGE SERVICES, INC. registered to do business?

Beyond its South Dakota registration, linked records — same legal name plus a shared officer, agent, address or home state — appear in 50 other state registers, including 49 foreign qualifications in Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida and 38 more. Each is listed in the filings section above.

Does CUNA BROKERAGE SERVICES, INC. have UCC liens?

No UCC financing statements name CUNA BROKERAGE SERVICES, INC. as debtor in the indexed state registries.

In which states is CUNA BROKERAGE SERVICES, INC. registered with the Secretary of State?

CUNA BROKERAGE SERVICES, INC. appears in 50 state business registers: South Dakota, Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia and 38 more. South Dakota is the home registration; the rest are foreign qualifications or linked filings, each listed in the filings section above.

Is CUNA BROKERAGE SERVICES, INC. a federal contractor?

No federal contract awards or SAM.gov recipient records are matched to CUNA BROKERAGE SERVICES, INC. in the indexed federal datasets.

Does CUNA BROKERAGE SERVICES, INC. hold any licenses?

2 license and credential records are matched to CUNA BROKERAGE SERVICES, INC.. Each license, its type and issuing authority is listed in the Licenses section above.

What is the EIN of CUNA BROKERAGE SERVICES, INC.?

The Employer Identification Number (EIN) on record for CUNA BROKERAGE SERVICES, INC. is 391437257.

What public records are linked to CUNA BROKERAGE SERVICES, INC.?

3 public records are linked to CUNA BROKERAGE SERVICES, INC.: 1 in Filings, 2 in Licenses & authorities — matched across federal, state and municipal registers by its registered legal names.

Where does this data come from?

Every fact on this profile is republished from official public registers — Secretary of State filings, UCC indexes and federal datasets. Each section names its issuing register and the snapshot Netstate last retrieved (latest: 2026-07-29).

CUNA BROKERAGE SERVICES, INC. — South Dakota Corporation No. FB009706: Active, 1 filing

CUNA BROKERAGE SERVICES, INC. is a South Dakota corporation, registered on July 26, 1984. It is based at 5910 Mineral Point Road, Madison, WI, 53705. The company is currently listed as active on the South Dakota register, is registered under company number FB009706 and carries EIN 391437257. Public records for the company include 1 SoS registration and 2 licenses. Every fact here is republished from an official public register and traces back to a primary source document.

Legal entity name	CUNA BROKERAGE SERVICES, INC.
Principal address	5910 Mineral Point RoadMadison53705WIUnited States
Registration state	South Dakota
Status	Active
Formed in	Wisconsin (foreign registration)
Home company	CUNA BROKERAGE SERVICES, INC. · Active
Registered	26 July 1984 (about 42 years ago)
Entity type	Corporation
Standing	compliant
Company number	FB009706
EIN	391437257
LEI	549300G6Y6BPF9ZL4706
Registered agent

Source registry	South Dakota Secretary of State · updated 15 June 2026

Public records	1 SoS registration

State	Business name	Filed	Registered agent	Officers	Status
South DakotaTHIS	CUNA BROKERAGE SERVICES, INC.	1984-07-26	C T CORPORATION SYSTEM	—	Active
Filing ID FB009706 Jurisdiction Foreign · CorporationFormed in Wisconsin Principal address 5910 Mineral Point Road, Madison, WI, 53705 Registered agent C T CORPORATION SYSTEM319 S COTEAU ST, PIERRE, SD, 57501-3187 Officers Not reported
—	CUNA BROKERAGE SERVICES, INC.	2002-11-05	Patricia Alicea-Conde	Paul ChongOfficerBarth T ThomasOfficer1 more	Active

Alaska	CUNA BROKERAGE SERVICES, INC.	1992-09-09	C T Corporation System	Jennifer Kraus-FlorinDirectorWilliam KarlsDirector8 more	Active
Filing ID 50280F Jurisdiction Foreign · CorporationFormed in Wisconsin Principal address 5910 MINERAL POINT ROAD, MADISON, WI, 53705 Registered agent C T Corporation System8585 OLD DAIRY RD STE 208, JUNEAU, AK, 99801 Officers Jennifer Kraus-FlorinDirector William KarlsDirector Tammy SchultzDirector Barth T. ThomasOfficer Joe BoanDirector, Officer Jenny M. BrockTreasurer Christopher J CopelandDirector Paul D. BarbatoSecretary Paul ChongDirector, President David L. SweitzerDirector Open profile
Alabama	CUNA Brokerage Services, Inc.	1993-11-15	C T CORPORATION SYSTEM	—	Active

Arkansas	CUNA BROKERAGE SERVICES, INC.	1993-09-08	C T CORPORATION SYSTEM	JOE BOANOfficerJENNY M. BROCKOfficer2 more	Active

Arizona	CUNA BROKERAGE SERVICES, INC.	1991-06-03	CT CORPORATION SYSTEM	Jenny M. BrockOfficerTammy SchultzDirector4 more	Active

California	CUNA BROKERAGE SERVICES, INC.	1991-05-06	C T CORPORATION SYSTEM	Barth T. ThomasOfficerPaul D BarbatoOfficer4 more	Active

Colorado	CUNA BROKERAGE SERVICES, INC.	1991-09-27	C T CORPORATION SYSTEM	—	Active

Connecticut	CUNA BROKERAGE SERVICES, INC.	1992-10-22	C T CORPORATION SYSTEM	MICHAEL F. ANDERSONDirectorJoe BoanDirector10 more	Active
Filing ID 0278770 Jurisdiction Foreign · CorporationFormed in Wisconsin Principal address 5910 MINERAL POINT ROAD, Madison, WI, 53705, United States Registered agent C T CORPORATION SYSTEM Officers MICHAEL F. ANDERSONDirector Joe BoanDirector Christopher J CopelandDirector ROBERT COMFORTOfficer JENNY M. BROCKOfficer Jennifer Kraus-FlorinDirector Barth T. ThomasOfficer Paul ChongDirector Tammy SchultzDirector DAVID L. SWEITZERDirector WILLIAM KARLSDirector PAUL D. BARBATOOfficer Open profile
District of Columbia	CUNA BROKERAGE SERVICES INC.	1992-11-20	C T CORPORATION SYSTEM	Christopher J CopelandOwnerPaul ChongOwner5 more	Active

Delaware	CUNA BROKERAGE SERVICES, INC.	1993-11-01	THE CORPORATION TRUST COMPANY	—	Unknown

Florida	CUNA BROKERAGE SERVICES, INC.	1992-03-31	C T CORPORATION SYSTEM	William KarlsDirector, OfficerPaul L BarbatoOfficer12 more	Active
Filing ID P38159 Jurisdiction Foreign · CorporationFormed in Wisconsin Principal address 5910 Mineral Point Road, Madison, WI, 53705 Registered agent C T CORPORATION SYSTEM1200 SOUTH PINE ISLAND ROAD, PLANTATION, FL, 33324 Officers William KarlsDirector, Officer Paul L BarbatoOfficer Robert ComfortOfficer Jennifer M Kraus-FlorinDirector Michael F AndersonDirector, Officer Christopher J CopelandDirector Barth T. ThomasOfficer Paul ChongDirector, Officer Paul L ChongDirector Jenny M BrockOfficer Tammy SchultzDirector David L SweitzerOfficer, Director Joe BoanDirector Paul D BarbatoOfficer Open profile
Georgia	CUNA BROKERAGE SERVICES, INC.	1991-08-20	C T Corporation System	Jenny M. BrockOfficerJoe BoanOfficer1 more	Active

Hawaii	CUNA BROKERAGE SERVICES, INC.	1992-10-26	C T CORPORATION SYSTEM	THOMAS,BARTH TOfficerBOAN,JOEOfficer, Director5 more	Active
Filing ID 14254F1 Jurisdiction Foreign · CorporationFormed in Wisconsin Principal address 5910 MINERAL POINT ROAD, MADISON, Wisconsin, 53705, US Registered agent C T CORPORATION SYSTEM900 FORT STREET MALL, SUITE 1680, HONOLULU, Hawaii, 96813 Officers THOMAS,BARTH TOfficer BOAN,JOEOfficer, Director COPELAND,CHRISTOPHER JDirector KRAUS-FLORIN,JENNIFERDirector KARLS, WILLIAMDirector SCHULTZ, TAMMYDirector BROCK, JENNY MOfficer Open profile
Iowa	CUNA BROKERAGE SERVICES, INC.	1991-05-06	C T CORPORATION SYSTEM	Christopher J CopelandDirectorWilliam KarlsDirector4 more	Active

Idaho	CUNA BROKERAGE SERVICES, INC.	1991-10-18	C T CORPORATION SYSTEM	Paul ChongOfficer, DirectorJoe BoanDirector, Officer8 more	Active
Filing ID 0000299094 Jurisdiction Foreign · CorporationFormed in Wisconsin Principal address 5910 MINERAL POINT ROAD, POCATELLO, WI, 53705, USA Registered agent C T CORPORATION SYSTEM10020 W FAIRVIEW AVE, STE 104, BOISE, ID, 83704 Officers Paul ChongOfficer, Director Joe BoanDirector, Officer Tammy SchultzDirector William KarlsDirector David L. SweitzerDirector Jenny M. BrockOfficer Barth T. ThomasDirector, Officer Christopher J CopelandDirector Paul D. BarbatoOfficer Jennifer Kraus-FlorinDirector Open profile
Illinois	CUNA BROKERAGE SERVICES, INC.	1991-05-09	C T CORPORATION SYSTEM	—	Active

Indiana	CUNA BROKERAGE SERVICES, INC.	1991-09-13	C T CORPORATION SYSTEM	Jenny M. BrockOfficerChristopher J CopelandOfficer5 more	Active
Filing ID 1991090675 Jurisdiction Foreign · CorporationFormed in Wisconsin Principal address 5910 MINERAL POINT ROAD, MADISON, WI 53705, United States Registered agent C T CORPORATION SYSTEM334 North Senate Avenue, Indianapolis, IN, 46204 Officers Jenny M. BrockOfficer Christopher J CopelandOfficer Barth T. ThomasOfficer Tammy SchultzOfficer Joe BoanOfficer Jennifer Kraus-FlorinOfficer William KarlsOfficer Open profile
Kansas	CUNA BROKERAGE SERVICES, INC.	1985-10-11	C T CORPORATION SYSTEM	—	Active

Kentucky	CUNA BROKERAGE SERVICES, INC.	1992-11-30	C T CORPORATION SYSTEM	William KarlsDirectorJennifer Kraus-FlorinDirector10 more	Active
Filing ID 0307947 Jurisdiction Foreign · CorporationFormed in Wisconsin Principal address 5910 Mineral Point Road, Madison, WI, 53705 Registered agent C T CORPORATION SYSTEM306 W MAIN ST, SUITE 512, FRANKFORT, KY, 40601 Officers William KarlsDirector Jennifer Kraus-FlorinDirector Tammy SchultzDirector Christopher J CopelandDirector Barth T. ThomasDirector, Officer Joe BoanDirector, Officer GARY L. CUTLERDirector WILLIAM W. SAYLESDirector MICHAEL G. JONESONDirector ROBERT W. BUSHDirector Jenny M. BrockOfficer STEVEN A. GOLDBERGDirector Open profile
Louisiana	CUNA BROKERAGE SERVICES, INC.	1992-02-17	C T CORPORATION SYSTEM	Tammy SchultzDirectorJenny M. BrockOfficer4 more	Active

Massachusetts	CUNA BROKERAGE SERVICES, INC.	1992-11-09	CT CORPORATION SYSTEM	Joe BoanOfficer, DirectorBarth T. ThomasOfficer, Director4 more	Active

Maryland	CUNA BROKERAGE SERVICES, INC	1993-11-19	THE CORPORATION TRUST, INCORPORATED	—	Active

Maine	CUNA BROKERAGE SERVICES, INC.	1992-10-26	C T CORPORATION SYSTEM	—	Active

Michigan	CUNA BROKERAGE SERVICES, INC.	1991-10-16	THE CORPORATION COMPANY	—	Active

Minnesota	CUNA BROKERAGE SERVICES, INC.	1991-05-07	C T Corporation System Inc	Joe BoanOfficer	Active

Missouri	CUNA BROKERAGE SERVICES, INC.	1991-05-07	C T CORPORATION SYSTEM	Barth T. ThomasOfficer, DirectorJoe BoanDirector, Officer3 more	Active

Mississippi	CUNA BROKERAGE SERVICES, INC.	1993-11-03	C T CORPORATION SYSTEM	Barth T. ThomasDirector, OfficerJoe BoanDirector, Officer4 more	Active

Montana	CUNA BROKERAGE SERVICES, INC.	1993-11-19	C T CORPORATION SYSTEM	Joe BoanDirector, OfficerWilliam KarlsDirector4 more	Active

North Carolina	Cuna Brokerage Services, Inc.	1992-10-27	CT Corporation System	Thomas, Barth TOfficerBrock, Jenny MOfficer1 more	Active

North Dakota	CUNA BROKERAGE SERVICES, INC.	1993-04-23	C T CORPORATION SYSTEM	—	Active

Nebraska	CUNA BROKERAGE SERVICES, INC.	1993-10-29	C T CORPORATION SYSTEM	STEVEN R SULESKIOfficer, DirectorCHRISTOPHER J COPELANDDirector26 more	Active
Filing ID 1273982 Jurisdiction Foreign · CorporationFormed in Wisconsin Principal address 5910 MINERAL POINT ROAD, MADISON, WI, 53705, US Registered agent C T CORPORATION SYSTEM5601 SOUTH 59TH STREET, LINCOLN, NE, 68516 Officers STEVEN R SULESKIOfficer, Director CHRISTOPHER J COPELANDDirector PAUL CHONGDirector M. JEFF BOSCODirector TIMOTHY S HALEVANOfficer STEPHEN W KOSLOWDirector JASON A PISARIKDirector THOMAS J MERFELDDirector KEVIN CUMMEROfficer JAMES METZOfficer, Director DAVID L SWEITZERDirector MICHAEL F ANDERSONDirector ROSS D HANSENOfficer ROBERT COMFORTOfficer JOE BOANOfficer, Director JAMES H METZDirector, Officer NANETTE L STRENNENOfficer WILLIAM KARLSDirector BARTH T THOMASOfficer, Director MICHAEL T DEFNETDirector JENNY M BROCKOfficer ABIGAIL R RODRIGUEZDirector PAUL D BARBATOOfficer, Director THOMPSON KEVINDirector MARK WARSHAUERDirector TAMMY SCHULTZDirector KEVIN S THOMPSONOfficer KEVIN R CUMMEROfficer Open profile
New Hampshire	CUNA BROKERAGE SERVICES, INC.	1993-05-21	C T Corporation System	Tammy SchultzDirectorJoe BoanOfficer, Director4 more	Active

New Mexico	CUNA BROKERAGE SERVICES, INC.	1993-11-29	C T CORPORATION SYSTEM	Paul F. ChongDirectorNANETTE STRENNENOfficer15 more	Active
Filing ID 1641117 Jurisdiction Foreign · CorporationFormed in Wisconsin Principal address 5910 Mineral Point Road, Madison, WI, 53705, USA Registered agent C T CORPORATION SYSTEM206 S CORONADO AVE, ESPANOLA, NM, 87532-2792 Officers Paul F. ChongDirector NANETTE STRENNENOfficer THOMAS J MERFELDDirector STEVEN SULESKIOfficer M. JEFF BOSCODirector Robert ComfortOfficer Paul D. BarbatoDirector, Officer TIMOTHY HALEVANOfficer Paul ChongDirector, Officer MICHAEL T DEFNETDirector William KarlsDirector Abigail R. RodriguezDirector Christopher J CopelandDirector David L. SweitzerDirector Jenny M. BrockOfficer JASON A PISARIKDirector Michael F. AndersonDirector Open profile
Nevada	CUNA BROKERAGE SERVICES, INC.	1991-05-17	C T CORPORATION SYSTEM**	Jenny M BrockOfficerBarth T ThomasDirector, Officer4 more	Active

New York	CUNA BROKERAGE SERVICES, INC.	1992-03-23	C T CORPORATION SYSTEM	ROBERT COMFORTOfficer	Active

Ohio	CUNA BROKERAGE SERVICES, INC.	1991-06-04	CT CORPORATION SYSTEM	—	Active

Oklahoma	CUNA BROKERAGE SERVICES, INC.	1992-05-20	THE CORPORATION COMPANY	—	Inactive

Oregon	CUNA BROKERAGE SERVICES, INC.	1991-09-17	C T CORPORATION SYSTEM	BARTH T THOMASOfficerJOE BOANOfficer	Active

Pennsylvania	CUNA BROKERAGE SERVICES, INC.	1991-05-06	—	Joe BoanDirector, OfficerTammy SchultzDirector4 more	Active

Rhode Island	CUNA BROKERAGE SERVICES, INC.	1991-10-04	CT CORPORATION SYSTEM	JOE BOANDirector, OfficerCHRISTOPHER J COPELANDDirector4 more	Active
Filing ID 000068041 Jurisdiction Foreign · CorporationFormed in Wisconsin Principal address 5910 MINERAL POINT ROAD, MADISON, WI, 53705, USA Registered agent CT CORPORATION SYSTEM450 VETERANS MEMORIAL PARKWAY, SUITE 7A, EAST PROVIDENCE, RI, 02914 Officers JOE BOANDirector, Officer CHRISTOPHER J COPELANDDirector JENNY M. BROCKOfficer TAMMY SCHULTZDirector WILLIAM KARLSDirector BARTH T. THOMASDirector, Officer Open profile
South Carolina	CUNA BROKERAGE SERVICES, INC.	1993-04-28	C T CORPORATION SYSTEM	—	Active

Tennessee	CUNA BROKERAGE SERVICES, INC.	1991-09-13	C T CORPORATION SYSTEM	—	Active

Texas	CUNA BROKERAGE SERVICES, INC.	1991-09-25	C T Corporation System	JENNY BROCKOfficerCHRISTOPHER COPELANDDirector10 more	Active
Filing ID 0008887106 Jurisdiction Foreign · CorporationFormed in Wisconsin Principal address 5910 MINERAL POINT ROAD, MADISON, WI, 53705, USA Registered agent C T Corporation System1999 Bryan St., Ste. 900, Dallas, TX, 75201-3136 Officers JENNY BROCKOfficer CHRISTOPHER COPELANDDirector KATHERINE CASTRODirector, Officer MARTIN POWELLOfficer PAUL CHONGOfficer, Director DAVID SWEITZERDirector PAUL BARBATODirector, Officer MELISSA HABERSTICHOfficer, Director WILLIAM KARLSDirector KELLY TOYOfficer JENNIFER KRAUS-FLORINDirector CHRISTINE POPPEOfficer Open profile
Utah	CUNA BROKERAGE SERVICES, INC.	1984-09-18	CT CORPORATION SYSTEM	PAUL CHONGOfficer, DirectorTammy SchultzDirector10 more	Active
Filing ID 879735-0143 Jurisdiction Foreign · CorporationFormed in Wisconsin Principal address 5910 Mineral Point Road, MADISON, WI, 53705 Registered agent CT CORPORATION SYSTEM1108 E SOUTH UNION AVE, Midvale, UT, 84047 Officers PAUL CHONGOfficer, Director Tammy SchultzDirector Joe BoanOfficer, Director JENNY M. BROCKOfficer WILLIAM KARLSDirector PAUL D. BARBATOOfficer ROBERT COMFORTOfficer CHRISTOPHER J COPELANDDirector DAVID L. SWEITZERDirector Barth T. ThomasOfficer MICHAEL F. ANDERSONDirector JENNIFER KRAUS-FLORINDirector Open profile
Virginia	CUNA Brokerage Services, Inc.	1992-02-24	C T CORPORATION SYSTEM	Barth T. ThomasOfficerWilliam KarlsOfficer4 more	Active

Vermont	CUNA BROKERAGE SERVICES, INC.	1993-04-02	C T CORPORATION SYSTEM	Jenny M. BrockOfficerBarth T. ThomasOfficer, Director4 more	Active

Washington	CUNA BROKERAGE SERVICES, INC.	1991-09-30	C T CORPORATION SYSTEM	WILLIAM KARLSDirectorJENNIFER KRAUS-FLORINDirector5 more	Active
Filing ID 601343771 Jurisdiction Foreign · CorporationFormed in Wisconsin Principal address 5910 MINERAL POINT ROAD, MADISON, WI, 53705, UNITED STATES Registered agent C T CORPORATION SYSTEM711 CAPITOL WAY S STE 204, OLYMPIA, WA, 98501-1267 Officers WILLIAM KARLSDirector JENNIFER KRAUS-FLORINDirector TAMMY SCHULTZDirector JENNY M. BROCKDirector JOE BOANDirector BARTH T. THOMASDirector CHRISTOPHER J COPELANDDirector Open profile
Wisconsin	CUNA BROKERAGE SERVICES, INC.	1983-05-11	C T CORPORATION SYSTEM	—	Active

West Virginia	CUNA BROKERAGE SERVICES, INC.	1993-08-30	C T CORPORATION SYSTEM	MICHAEL ANDERSONDirectorROBERT COMFORTOfficer2 more	Active

Wyoming	Cuna Brokerage Services, Inc.	1984-01-20	C T Corporation System	—	Active

State

Business name

Filed

Registered agent

Officers

Status

South DakotaTHIS

CUNA BROKERAGE SERVICES, INC.

1984-07-26

C T CORPORATION SYSTEM

—

Active

Filing ID

FB009706

Jurisdiction

Foreign · CorporationFormed in Wisconsin

Principal address

5910 Mineral Point Road, Madison, WI, 53705

Registered agent

C T CORPORATION SYSTEM319 S COTEAU ST, PIERRE, SD, 57501-3187

Officers

Not reported

—

State	License / ID	Type	Issued	Status
Alaska	2095101	—	2019-11-14	Active
business name CUNA Brokerage Services, Inc. expire date 12/31/2027 has telemedicine No issue date 11/14/2019 license number 2095101 mailing city Madison mailing country UNITED STATES mailing line1 5910 Mineral Point Road mailing state WI mailing zip 53705 owners CUNA BROKERAGE SERVICES, INC. physical city Madison physical country UNITED STATES physical line1 5910 Mineral Point Road physical state WI physical zip 53705 renew date 10/16/2025 status Active Source: AK cbpl business licenses · document dtx-licenses/ca0249b150583dddf4910e6d
Florida	L074305	—	—	VALID
business address 1 5910 MINERAL POINT RD business city MADISON business phone 3194833552 business state WI business zip 53705 email address TRUSTAGELICENSING@TRUSTAGE.COM full name CUNA BROKERAGE SERVICES, INC. license issue date 8/16/2011 12:00:00 AM license number L074305 license status VALID license type class AGENCY LICENSE license type class code 2105 licensee kind business mailing address 1 5910 MINERAL POINT RD mailing city MADISON mailing state WI mailing zip 53705 npn 6539201 residency type Non-Resident source file AllValidLicensesBusiness.csv Source: FL DFS insurance licensees · document dtx-licenses/50f4edbebf5f0e1ddc84bbc4

CUNA BROKERAGE SERVICES, INC.

Watchlist match

Contacts

Financials

Industry

Secretary of State Filings

Connections

Liens

Permits

Licenses & authorities

Loans

H-1B

E-Verify

Copyrights

FEC

Customs

401(k)

SEC

Court cases

Frequently asked questions