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Auditors Reports

Independent Service Auditor's Reports
Auditor's Report 2024
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* CU Investment Solutions (ISI) has an Office of Supervisory Jurisdiction within our office at 6640 Riverside Drive, Suite 430, Dublin, Ohio 43017. ISI is a member of FINRA and SIPC. ISI's home office is located at 8500 W. 110th St., Suite 650, Overland Park, KS 66210.

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Corporate Office
6640 Riverside Drive, Suite 430
Dublin, OH 43017
Operations - 614-825-9390
Trading - 800-639-0339

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Primary Financial is a registered trademark of Primary Financial Company LLC.
SimpliCD is a registered trademark of Primary Financial Company LLC.