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Financial Advisory  + Wealth Management  |  May 23, 2025
Osaic Expands Institutions Channel with Five Credit Union Wealth Programs 
Joe Palmisano
By: Joe Palmisano

Osaic Expands Institutions Channel with Five Credit Union Wealth Programs 

Osaic has announced that the wealth management programs of five credit unions, previously affiliated with Atria Wealth Solutions’ subsidiary Cuso Financial Services, have joined its institutions channel. These programs collectively manage $500 million in assets. Atria was acquired by LPL Financial in 2024. 

Rave Financial Credit Union, based in Texas, joins Osaic’s institution channel under a W-2 model, led by advisor Marioreen “Mario” Gibson. Gibson, with industry experience since 1989, was previously registered with Merrill Lynch, UBS, Cuna Brokerage Services, and LPL, according to her BrokerCheck record. 

South Metro Federal Credit Union (Minnesota) and Capital Credit Union (North Dakota) have affiliated with Osaic to support their wealth programs, South Metro Wealth Management and Capital Investment Services. These programs will leverage Osaic’s advisor-centric platform, member-facing technology, and consultative support, the firm stated. 

Noble Credit Union (California) and Impact Credit Union (Ohio) have also joined Osaic’s institutions channel to enhance their Noble Investment Services and Impact Financial Services programs. 

In January, Osaic announced that Navy Federal Investment Services, the broker/dealer subsidiary of Navy Federal Credit Union, joined its platform. Serving over 14 million members, Navy Federal’s investment services division manages $6.06 billion in assets under administration and employs 69 advisors. 

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About Joe Palmisano

Joe Palmisano is editorial director of Connect Money, where he oversees daily coverage of alternative assets, direct investments, financial advisory and the economy. He brings three decades of experience as a financial journalist, analyst and portfolio manager. Before joining Connect Money, Palmisano wrote for The Wall Street Journal, covering foreign exchange, global fixed-income and equity markets. He later served as a senior research analyst and portfolio manager, producing market analysis and managing foreign exchange and U.S. equity portfolios for FX Concepts. His work has also appeared in SFO Magazine and CMT Association publications. Palmisano earned a bachelor’s degree in finance from The American University and holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.
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