Robert Scafa, financial advisor Chesterfield MO
93 score

Robert Scafa

CRD Number: 2975135
Current Firm: Cuna Brokerage Services, Inc.

Robert Scafa (CRD# 2975135) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Chesterfield, MO and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Cuna Brokerage Services, Inc. Waverly, IA Mar 2014 - Current 2
Cuna Mutual Group Waverly, IA Mar 2014 - Current 2
First Brokerage America, LLC St. Louis, MO May 2008 - Feb 2014 5
Natcity Investments, Inc. St. Louis, MO Dec 2007 - May 2008 < 1
Rds Consultants Crestwood, MO Nov 2006 - Nov 2007 1
Umb Scout Brokerage Services Kirkwood, MO Jun 2005 - Oct 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S65 NASAA Investment Advisors Law Examination Mar 2006
Contact Info for Robert D. Scafa
Phone Number: 319-352-4090
Registered State(s):
  • MO
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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