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Find your wholesaler

Please identify your broker/dealer

  • Advanced Advisor Group LLC
  • AE Financial Services, LLCn
  • American Global Wealth Management, Inc
  • American Independent Securities Group, LLC
  • American Portfolios Financial Services Inc
  • Ameriprise Financial Services, LLC
  • Ameritas Investment Corp
  • APW Capital, Inc
  • Arete Wealth Management, LLC
  • Arkadios Capital
  • Arque Capital Ltd
  • Ausdal Fin Planners
  • Avantax Investment Services, Inc
  • Avondale Partners LLC
  • AXA Advisors LLC
  • Bankers & Investors Company
  • Beard Financial Services Inc
  • Benjamin F Edwards & Company Inc
  • Berthel, Fisher & Co. Financial Services, Inc
  • Cadaret Grant & Co, Inc
  • Calton & Associates Inc
  • Cambridge Investment Research Inc
  • Cantella & Co
  • Cape Fear Securities Inc
  • Cape Securities Inc
  • Capital Investment Brokerage Inc
  • Capital Investment Group
  • CBSI
  • Centaurus Financial, Inc
  • Cetera Advisor Networks LLC
  • Cetera Advisors LLC
  • Cetera Financial Specialists LLC
  • Cetera Investment Services LLC
  • CFD Investments Inc
  • Citizens Securities, Inc
  • Commonwealth Financial Network
  • Copper Financial Network, LLC
  • CoreCap Inv Inc
  • County Teachers Principal Ins Agency Inc
  • CreativeOne Securities, LLC
  • Crown Capital Securities
  • CUE Financial Group, Inc
  • CUSO Financial Services
  • CUSO Financial Services - Truliant FCU
  • D.A. Davidson & Co.
  • DFPG Investments, LLC
  • Dominion Inv Serv Inc
  • Equity Services Inc
  • Essex National Securities, LLC
  • Financial Telesis Inc
  • FinTrust Brkg Serv
  • First Citizens Investor Services, Inc.
  • First State Financial Management Inc
  • Florida Atlantic Sec Corp
  • Foothill Securities, Inc
  • Fortune Financial Services, Inc
  • G.A. Repple & Company
  • Girard Securities, Inc
  • Glen Eagle Advisors LLC
  • Grove Point Investments, LLC
  • GWN Securities, Inc
  • Harbour Investments Inc
  • Hilltop Securities Inc
  • Independent Financial Group LLC
  • International Assets Advisory, LLC
  • INVEST Financial Corp
  • Investment Centers of America Inc
  • Investment Planners Inc
  • Janney Montgomery Scott
  • JJB Hilliard WL Lyons LLC
  • JW Cole Financial Inc
  • Kalos Capital, Inc
  • Kestra Investment Services, LLC
  • Key Investment Services LLC
  • Larson Financial Securities, LLC
  • LaSalle St Insurance Services Inc
  • LaSalle St Securities LLC
  • Lincoln Financial Advisors Corp
  • Lincoln Financial Securities Corp
  • Lincoln Investment Planning LLC
  • Lion Street Financial LLC
  • Lockton Financial Advisors LLC
  • LPL Financial Services
  • LPL Financial Services - Marine FCU
  • M Holdings Securities Inc
  • M.S. Howells & Co
  • Madison Avenue Securities, LLC
  • McAdams Wright Ragen Inc
  • McDonald Partners LLC
  • McLaughlin Ryder Investments Inc
  • Mercer Allied Company, L.P.
  • Meridien Financial Group
  • Midwestern Securities Trading Co LLC
  • MMA Securities LLC
  • Momentum Independent Network
  • Money Concepts Capital Corp
  • Morgan Stanley
  • Mutual of Omaha Investor Services, Inc
  • Mutual Securities Inc.
  • National Planning Corporation
  • National Securities Corporation
  • Nationwide Planning Assoc
  • New England Securities
  • NEXT Financial Group, Inc
  • NFBS LLC
  • Northwestern Mutual Inv Serv, LLC
  • NYLIFE Securities LLC
  • OneAmerica Securities Inc
  • Oppenheimer & Co Inc
  • Osaic Institutions, Inc.
  • Osaic Wealth, Inc.
  • Parkland Securities, LLC
  • Peak Brokerage Services, LLC
  • Pentegra Distributors Inc
  • PFS Investments Inc
  • PNC Investments LLC
  • Private Client Services, LLC
  • Purshe Kaplan Sterling Investments
  • Questar Capital Corp
  • Quorum Insurance LLC
  • Raymond James & Associates Inc
  • Raymond James Financial Services, Inc
  • RBC Capital Markets LLC
  • Regulus Advisors
  • Royal Alliance Associaties Inc
  • SA Stone Wealth Management
  • Santander Securities LLC
  • Saxony Sec Inc
  • SCF Securities Inc
  • Securities America Inc
  • Sigma Financial Corp
  • Signator Investors Inc
  • SII Investments Inc
  • Silver Oak Securities Inc
  • Smith, Moore & Co
  • Sorrento Pacific Financial, LLC
  • Southwest Securities Inc
  • Stephens Insurance LLC
  • Sterne Agee & Leach Inc
  • Sterne Agee Financial Services Inc
  • Stifel Independent Advisors, LLC
  • Stifel Nicolaus & Co Inc
  • Sunbelt Securities Inc
  • SWBC Investment Svcs LLC
  • SWS Financial Services Inc
  • The Huntington Investment Company
  • The O.N. Equity Sales Company
  • Triad Advisors, Inc
  • Truist Investment Services, Inc
  • UBS Financial Services
  • United Brokerage Services, Inc
  • United Planners Financial Serv of America
  • VALIC Financial Advisors Inc
  • Valley National Investments
  • Valmark Securities, Inc
  • Voya Financial Advisors, Inc.
  • Wedbush Securities Inc
  • Western International Securities, Inc
  • Wintrust Investments, LLC
  • Woodbury Financial Services Inc
  • WRP Investments Inc

Enter ZIP Code to find your designated team.

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Leilani Merriam
Annuity Sales Consultant

Leilani joins TruStage with over 15 years of experience in the financial services industry — 10 of which were focused on annuities. Her background in service, operations, leadership and training make her a perfect fit for the CUNA team after spending time at industry leaders like Vanguard, Brighthouse and Nationwide

When she’s not working to help advisors make their business streamlined and repeatable, Leilani enjoys hitting up new restaurants, staying in for her own cooking, browsing vintage markets for hidden treasures, venturing out on weekend road trips, hiking the trails and spending time with her amazing dogs, Rigby and Link.

Clear communication is a crucial component of Leilani’s skill set, along with a client-focused case design and dynamic sales ideas. She strives to be a reliable resource for her advisors, with a consultative needs analysis approach that works to build relationships and keep advisors’ clients at the heart of every conversation.

  • Securities Registered with FINRA®
  • Holds Series 6 and 63 Registrations
CMGA-4193742.4-0923-1025

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