Margaret King, financial advisor Beloit WI

Margaret King

CRD Number: 5051313
Current Firm: Cuna Brokerage Services, Inc.

Margaret King (CRD# 5051313) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Beloit, WI 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 2012 - Current 9
Cuna Mutal Group Waverly, IA Oct 2012 - Current 9
Edward Jones St Louis, MO Nov 2009 - Sep 2012 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2006
Contact Info for Margaret L. King
Phone Number: 319-352-4090
Registered State(s):
  • IL
  • WI
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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