Wisconsin-based Financial Institution is Latest to Join CFS
San Diego, CA and Green Bay, WI — July 6, 2023 — CUSO Financial Services (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is thrilled to announce a multi-year partnership with Capital Credit Union (Capital), marking another significant step in CFS’s ongoing growth. Capital Credit Union, established in 1927 and serving over 120,000 members with $2.3 billion in total credit union deposits across Wisconsin through its 24 branches, has decided to join CFS, transitioning from its previous affiliation with LPL Financial.
