Cu Investment Solutions LLC

Overview

Cu Investment Solutions LLC is a Broker Dealer and registered investment adviser based in Overland Park, KS, registered since 1998. Its 36 registered representatives work across 10 branch offices in 9 states.

Employees

5

Registered reps

36

Branch offices

10

Registered since

1998

Jurisdictions

49

As reported in the firm's December 2025 filing.

Contact

1 phone number on file

Practice

Services

• Other Advisory Services

Fee structure

Fixed Fees and Hourly Charges

Products and services

• Corporate Bonds
• Interests in Mortgages or Other Receivables
• Investment Advisory Services
• Kiosk Activities - Bank
• Municipal Securities Dealer
• Private Placements
• Securities Underwriting
• Time Deposits
• Trading Securities for Own Account
• U.S Government Securities Dealer

Executive officers 3 of 3

• Matthew David Jackson Chief Executive Officer, Chief Compliance Officer, Managing Member CRD 3251494
• Bradford Lowell Thomas Chief Financial Officer CRD 6180244
• Joshua Damon Becker Chief Operating Officer CRD 5784666

Registered reps 3 of 36

• John Joseph Almeida Registered Rep CRD 4533343
• Joshua Damon Becker Registered Rep · Investment Adviser Rep CRD 5784666
• Josh Arthur Boerger Registered Rep CRD 5636255

33 more registered reps, with emails, phones and branch locations

Location

Headquarters

8500 W 110th St Ste 650
Overland Park, KS 66210

County

Johnson

Metro area

Kansas City, MO-KS

Region

Midwest

Branch offices

10 in 9 states, including Burlington, MA, Dublin, OH and Albany, NY

Registrations

• State registered, limited liability company formed in Kansas
• Registered in 49 jurisdictions
• Website: cu-isi.org

Every state, with registration dates

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