WIA

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Across
  1. 2. Product offered other than investments.
  2. 3. The affiliate company for WIA.
  3. 4. Investors pool money into a portfolio
  4. 5. How accounts are linked to Cuna Brokerage?
  5. 7. Advisor that is in River Falls.
  6. 8. Security - ownership of part of a corporation.
  7. 9. What to use when referring members to WIA.
  8. 11. Altoona and Eau Claire Investment Advisor.
Down
  1. 1. Cuna website for WIA.
  2. 6. VP of the Investment Advisors.
  3. 10. Investor lends money to company - receives interest.
  4. 12. Tax favored retirement account.