Broker/Dealer Services

WesCorp provides the opportunity for member credit unions to purchase securities through CU Investment Solutions, Inc. (ISI), an NASD Registered Broker Dealer. Your registered representative is Frank Lugo. This program enables credit unions to purchase brokered marketable securities, providing a one-stop, competitive alternative to brokerage transactions outside the credit union system.

Please send all completed forms to:
Western Bridge
924 Overland Ct
San Dimas, Ca, 91773

WesCorp Investment Desk: (800) 442-4366 - extension #6307
WesCorp Member Services: (800) 772-2243
WesCorp Member Center: www.wescorp.org
Broker-Dealer: Frank Lugo - (909) 394-6323
CU Investment Solutions, Inc. is a wholly owned subsidiary of U.S. Central Credit Union. ISI is a member NASD and SIPC whose home office is located at 9701 Renner BLVD., Suite 350, Lenexa, KS 66219. ISI’s brokered marketable securities are not insured by the NCUSIF, are not guaranteed by the corporate credit union, and are subject to market risk.
Frank Lugo Broker-Dealer 909-394-6323 flugo@wescorp.org