BIC Features CFS Adding Tulsa Federal Credit Union

CUSO Financial Services has won what is rare among third-party broker-dealers competing for bank and credit union business: a start-up wealth management program. The San Diego-based firm added Tulsa Federal Credit Union to its platform after a competition with five other broker-dealers, CUSO said. Tulsa Federal launched the program in September and has already amassed $2 million in assets under management, putting it well ahead of schedule, according to the credit union.