Citadel Wealth Management

Schedule An Appointment

Qualified investment professionals are able to meet with you at each Citadel location. Find an advisor registered through our broker-dealer CUSO Financial Services, L.P. (CFS*) at a Citadel location near you. Our investment professionals will be more than happy to work with you. Return to our Wealth Management Center.

Visit a Branch, call (800) 666-0191, or fill out the form below.


*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (CFS), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Citadel has contracted with CFS to make non-deposit investment products and services available to credit union members.