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Michael Andrew McGinnis

CU Investment Solutions LLC

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About Michael Andrew McGinnis

Michael McGinnis is a financial professional with over 20 years of experience in the industry. Michael is currently registered with Cu Investment Solutions LLC in Plano, Texas. Michael has a strong background in providing investment advice and has held previous roles at Southwest Corporate Investment Services, LLC, CUNA Brokerage Services, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Michael is committed to providing his clients with personalized financial guidance and helping them achieve their financial goals.

Firm Information

Michael McGinnis is currently registered with CU Investment Solutions LLC. CU Investment Solutions LLC is a Limited Liability Company based in Delaware, formed in June 2011. They provide non-discretionary investment advisory services for institutional clients. They are registered with the SEC and in 25 states.

Not reported

Assets Under Management

3

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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non discretionary investment advisory for institutional clients

Non discretionary investment advisory for institutional clients

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Michael McGinnis’s Registration & Firm History

TX

11/18/2005 - Present

CU Investment Solutions LLC (PLANO TX)

TX

07/26/2005 - 11/18/2005

SOUTHWEST CORPORATE INVESTMENT SERVICES, LLC (PLANO TX)

IA

06/03/1999 - 08/04/2003

CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)

IA

11/08/1996 - 06/03/1997

CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)

MN

10/23/1992 - 12/19/1996

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/23/1992 - 12/19/1996

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

LA

12/19/1995 - 12/09/1996

HIBERNIA INVESTMENT SECURITIES INC. (NEW ORLEANS LA)

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Licenses & Designations

BC

Issued 11/12/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/30/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/18/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Andrew McGinnis.
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