Full text of CUNA BROKERAGE SERVICES, INC.'s X-17A-5 filed 2026-03-30 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ # CUNA Brokerage Services, Inc. (SEC I.D. No. 8-30027) Financial Statements and Supplemental Schedules as of and for the Year Ended December 31, 2025 and Report of Independent Registered Public Accounting Firm Filed pursuant to Rule 17a-5(e)(3) under Securities Exchange Act of 1934 as a PUBLIC DOCUMENT {1}------------------------------------------------ # UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 OMB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden OMB APPROVAL # ANNUAL REPORTS FORM X-17A-5 | | SECURITIES | UNITED<br>STATES<br>AND<br>EXCHANGE | COMMISSION | OMB<br>APPROVAL<br>OMB<br>Number: 3235-0123 | |----------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------|-----------------------------------------------------|----------------------------|-------------------------------------------------------------| | | | Washington,<br>D.C. | 20549 | Expires:<br>Nov.<br>30, 2026 | | | | | | Estimated average burden<br>hours<br>per<br>response:<br>12 | | | | ANNUAL REPORTS<br>FORM X-17A-5 | | SEC<br>FILE NUMBER | | | | PART<br>III | | 8-30027 | | Information<br>Required | Pursuant<br>to<br>Rules | FACING<br>PAGE<br>17a-5,<br>17a-12,<br>and<br>18a-7 | under<br>the<br>Securities | Exchange<br>Act<br>of<br>1934 | | FILING<br>FOR<br>THE<br>PERIOD | BEGINNING | 01/01/2025<br>AND | ENDING | 12/31/2025 | | | | MM/DD/YY | | MM/DD/YY | | | | A. REGISTRANT | IDENTIFICATION | | | NAME OF FIRM:<br>TYPE<br>OF<br>REGISTRANT<br>Broker-dealer | CUNA Brokerage Services, Inc.<br>(check<br>all<br>applicable<br>Security-based | boxes):<br>swap<br>dealer | | | | Check<br>here<br>if | respondent<br>is<br>also | an<br>OTC<br>derivatives<br>dealer | Major<br>security-based | swap participant | | ADDRESS<br>OF<br>PRINCIPAL | PLACE OF | BUSINESS:<br>(Do not<br>use a | P.O. box<br>no.) | | | 2000 Heritage Way | (No. | and<br>Street) | | | | Waverly | | IA | 50677 | | | (City) | | (State) | (Zip | Code) | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | Jenny Brock | | 800-356-2644 | | jenny.brock@trustage.com | | (Name) | (Area<br>Code | Telephone<br>Number) | (Email | Address) | | | | B. ACCOUNTANT IDENTIFICATION | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing*<br>Deloitte & Touche LLP | | | | | | | (Name<br>if | individual,<br>state…Read the full text as markdown