Phillip CruikshankCRD Number: 1931752
Current Firm: Cuna Brokerage Services, Inc.
Phillip Cruikshank (CRD# 1931752) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Decatur, IL and has over 26 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Ipi Wealth Management, Inc.
Mml Investors Services, LLC
|Cuna Brokerage Services, Inc.||Waverly, IA||Sep 2013 - Current||4|
|Cuna Mutual Group||Waverly, IA||Sep 2013 - Current||4|
|Cetera Investment Advisers LLC||Schaumburg, IL||Mar 2011 - Aug 2013||2|
|Cetera Financial Specialists LLC||Schaumburg, IL||Dec 2010 - Aug 2013||2|
|Ohio National Financial Services||Cincinnati, OH||May 2009 - Dec 2010||1|
|The O.n. Equity Sales Company||Cincinnati, OH||May 2009 - Dec 2010||1|
|Cruikshank Financial Services And Asset Management||Decatur, IL||Jan 2000 - Dec 2010||10|
|Packerland Brokerage Services, Inc.||Green Bay, WI||Nov 2002 - Jun 2009||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1992|
|S65||NASAA Investment Advisors Law Examination||Jan 1996|
Total Assets Under Management1,868MILLIONS
Total Number of Accounts11,341ACCOUNTS
Average Account Value$164,749
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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