Matthew Akers, financial advisor Bloomington IN
93 score

Matthew Akers

CRD Number: 5614982
Current Firm: Cuna Brokerage Services, Inc.

Matthew Akers (CRD# 5614982) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Bloomington, IN and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Cuna Brokerage Services, Inc. Waverly, IA Dec 2014 - Current 2
Cuna Mutual Group Waverly, IA Dec 2014 - Current 2
Pnc Bank, N.a. Indianapolis, IN Oct 2012 - Dec 2014 2
Pnc Investments Indianapolis, IN Oct 2012 - Dec 2014 2
Pnc Investments Indianapolis, IN Mar 2012 - Oct 2012 < 1
Pnc Investments LLC Anderson, IN Jun 2011 - Mar 2012 < 1
Pnc Bank, N.a. Anderson, IN Jun 2011 - Mar 2012 < 1
Osborne Insurance Agency, LLC Mc Cordsville, IN Jan 2011 - Jun 2011 < 1
Edward Jones St Louis, MO Nov 2008 - Jan 2011 2
Indiana Wesleyan University Indianapolis, IN Mar 2007 - Nov 2008 1
United Parcel Service Indianapolis, IN Jun 1991 - Nov 2008 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Matthew R. Akers
Phone Number: 319-352-4090
Registered State(s):
  • IN
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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