Ericson Hilbun, financial advisor Dubuque IA
93 score

Ericson Hilbun

CRD Number: 4443582
Current Firm: Cuna Brokerage Services, Inc.

Ericson Hilbun (CRD# 4443582) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Dubuque, IA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Cuna Brokerage Services, Inc. Waverly, IA Jun 2008 - Current 8
Cuna Mutual Group Waverly, IA Jun 2008 - Current 8
Ing Financial Partners, Inc. Des Moines, IA Jan 2004 - May 2008 4
Locust Street Securities Dubuque, IA Jun 2002 - May 2008 5
Friedman Financial Services Inc. Dubuque, IA Jan 2001 - May 2008 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2002
S65 NASAA Investment Advisors Law Examination Sep 2006
Contact Info for Ericson P. Hilbun
Phone Number: 319-352-4090
Registered State(s):
  • IA
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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