Learning Center

Hi, I'm Mark, the host of SAFE Cents! Welcome to our Learning Center, a place where you can improve your financial health.

CUNA Brokerage Selects Rick Addy as Financial Advisor for SAFE Federal Credit Union

Blog Post
1 min read
Rick Addy headshot

CUNA Brokerage Services, Inc. selects Rick Addy as their newest Financial Advisor for SAFE Federal Credit Union.

A graduate of Furman University, Addy has over 20 years of experience in the financial services industry and has been registered with the Financial Industry Regulatory Authority (FINRA) since 2001. He is experienced in a wide variety of investment services including 401(k) planning, trust services, education funding, and insurance planning.

“Like CUNA Brokerage Services, Inc., SAFE Federal Credit Union is committed to helping others achieve financial wellness above all else,” said Addy. “I’m looking forward to serving SAFE’s members and helping them feel confident in their financial plans.”

“SAFE is pleased to introduce Rick Addy to our members in the Lexington area.” added President and CEO Michael Baker. “His expertise will help our members achieve their goals while adding tremendous value to our MEMBERS Financial Services Program.”

Addy joins SAFE’s MEMBERS Financial Services program offered through CUNA Brokerage Services, Inc., a financial advisory firm that has been providing broker-dealer and investment services to financial institutions for nearly 40 years. He will be assisting SAFE members from the credit union’s Lexington branch located at 5388 Augusta Road.

MEMBERS Financial Services professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members.  Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.  CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-4243176.1-0122-0224


Visit the SAFE Newsroom

Get an overview of SAFE and view media contact information.