Brett Gladden, financial advisor Columbus IN
90 score

Brett Gladden

CRD Number: 6143191
Current Firm: Cuna Brokerage Services, Inc.

Brett Gladden (CRD# 6143191) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Columbus, IN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Cuna Brokerage Services, Inc. Waverly, IA Mar 2016 - Current < 1
Centra Credit Union Columbus, IN Mar 2016 - Current < 1
Edward Jones St Louis, MO Dec 2012 - Mar 2016 3
Unemployment Morgantown, IN Nov 2012 - Dec 2012 < 1
Regal Beloit Corporation Indianapolis, IN Feb 2006 - Oct 2012 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Brett Gladden
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
90
Clean Record
This advisor has a clean track record with regulators.

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