Michelle Luce, financial advisor Aberdeen WA
93 score

Michelle Luce

CRD Number: 5417290
Current Firm: Cuna Brokerage Services, Inc.

Michelle Luce (CRD# 5417290) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Aberdeen, WA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Great Northwest Federal Credit Union Aberdeen, WA Sep 2014 - Current 2
Cuna Brokerage Services, Inc. Waverly, IA Nov 2009 - Current 7
Cuna Mutual Group Waverly, IA Feb 2010 - Sep 2014 4
Great Northwest Federal Credit Union Aberdeen, WA Jan 2007 - Feb 2010 3
Safeway Aberdeen, WA Sep 2006 - Dec 2006 < 1
Hucklebearies Espresso Aberdeen, WA Sep 2000 - Sep 2006 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2009
Contact Info for Michelle R. Luce
Phone Number: 319-352-4090
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    1,331
    MILLIONS
  • Total Number of Accounts
    6,286
    ACCOUNTS
  • Average Account Value
    $211,803
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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