The announcement said Priority Financial Group has more than 20 years of experience working with financial institutions. Priority Financial's model "provides financial institutions at all stages of growth with expertise in the areas of compliance, operations and sales management," the announcement said. Securities America is part of Advisor Group, a national network of independent wealth management firms.

"The future of banking and wealth management is evolving rapidly, and the way members engage with credit unions will look very different going forward," Michael Prior, CEO of Priority Financial, said in a statement. "At PFG, we are excited about helping OCCU drive growth by evolving its wealth management program, improving business operations and taking advantage of rapid technology innovations."

Jim Norwood, president of Securities America's Financial Institutions Division, said, "Neumann and his team have built a strong, trusted company that is actively expanding its ability to serve and assist its members. Along with Priority Financial Group, Securities America and Advisor Group stand ready to help OCCU's Investment Services program take the next step in its growth and reach its full potential."

Advisor Group President/CEO Jamie Price said, "Securities America and the other firms in our network are destinations of choice for financial professionals and institutions seeking top-notch technology and resources to raise their efficiency and accelerate their growth trajectories."