Joel Giusti, financial advisor Albany OR

Joel Giusti

CRD Number: 5100926
Current Firm: Cuna Brokerage Services, Inc.

Joel Giusti (CRD# 5100926) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Albany, OR and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Cuna Brokerage Services, Inc. Waverly, IA Oct 2016 - Current 5
Cuna Mutual Group Waverly, IA Oct 2016 - Current 5
Ameriprise Financial Services Inc. Salem, OR Jun 2015 - Sep 2016 1
Wells Fargo Advisors, LLC Portland, OR Jun 2013 - Jun 2015 2
Edward Jones St Louis, MO Jun 2010 - Jun 2013 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2006
S66 NASAA Uniform Combined State Law Examination Jul 2010
Contact Info for Joel A. Giusti
Phone Number: 319-352-4090
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    3,030
    MILLIONS
  • Total Number of Accounts
    15,081
    ACCOUNTS
  • Average Account Value
    $200,896
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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