Creators of SimpliCD Logo
Primary Financial Company Logo
  • About Us
    • Who We Are
    • Our Team
    • Safety & Soundness
    • Financials
    • Auditors Reports
  • Contact Us
  • COD/Disclosure Statements
  • Log-In
  •  
  •  
  • Issuing Through Us
    Bank Issuance
    • Issuing CD's
    • Accepting Brokered Deposits
    • FAQ Brokered Deposits
    • Getting Started
    Credit Union Issuance
    • Issuing Share Certificates
    • Accepting Share Certificates
    • Certificate Regarding Credit Union's Acceptance of Deposits from Primary Financial Co LLC
    • Getting Started
  • Investing in SimpliCD
  • News & Events
  • Search

Menu

  • Issuing Through Us
    • Bank Issuance

      • Issuing CD's
      • Accepting Brokered Deposits
      • FAQ Brokered Deposits
      • Getting Started
    • Credit Union Issuance

      • Issuing Share Certificates
      • Accepting Share Certificates
      • Certificate Regarding Credit Union's Acceptance of Deposits from Primary Financial Co LLC
      • Getting Started
  • Investing in SimpliCD
  • News & Events
  • About Us
    • Who We Are
    • Our Team
    • Safety & Soundness
    • Financials
    • Auditors Reports
  • COD/Disclosure Statements
  • Contact Us
  • Lock Log-In
 
Creators of SimpliCD Logo
 
About Us

Financials

Primary Financial Annual Reports
Annual Report 2024
Annual Report 2023
Annual Report 2022
Annual Report 2021
Annual Report 2020
Annual Report 2019
Annual Report 2018
Annual Report 2017
Annual Report 2016
Annual Report 2015
Annual Report 2014
Annual Report 2013
Annual Report 2012
Annual Report 2011
Annual Report 2010
Annual Report 2009
Annual Report 2008
Annual Report 2007
Annual Report 2006
Annual Report 2005
Annual Report 2004
Annual Report 2003
Annual Report 2002
Annual Report 2001

* 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.

  • Who We Are
  • Our Team
  • Safety & Soundness
  • Financials
  • Auditors Reports
Need Help?

Call Us

1-800-639-0339

We're here to assist you any way possible.

Primary Financial Logo
Primary Financial Logo

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

  • Home
  • Issuing Through Us
  • Investing in SimpliCD
  • News & Events
  • About Us
  • Contact Us
  • COD/Disclosure Statments
  • Log-In
  •  
  •  
  • Our Privacy Pledge
  • FAQ
  • Locate a Participating Corporate Partner

© 2025 Primary Financial Company LLC.
Primary Financial is a registered trademark of Primary Financial Company LLC.
SimpliCD is a registered trademark of Primary Financial Company LLC.