Lary FeldkampCRD Number: 2982144
Current Firm: Cuna Brokerage Services, Inc.
Lary Feldkamp (CRD# 2982144) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Cedar Rapids, IA and has over 23 years of experience in the finance industry.
Commonwealth Financial Network
Lpl Financial LLC
Ameriprise Financial Services, LLC
|Cuna Mutual Group||Waverly, IA||Jun 2011 - Current||9|
|Cuna Brokerage Services Inc.||Waverely, IA||Jun 2011 - Current||9|
|Capital Financial Services, Inc.||Minot, ND||Sep 2005 - Jun 2011||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1998|
|S65||NASAA Investment Advisors Law Examination||Dec 2003|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management2,789MILLIONS
Total Number of Accounts11,478ACCOUNTS
Average Account Value$243,002
- A percentage of assets under your management
- Hourly charges
- 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)
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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