Daniel BattcherCRD Number: 1821394
Current Firm: Cuna Brokerage Services, Inc.
Daniel Battcher (CRD# 1821394) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Eden Prairie, MN and has over 32 years of experience in the finance industry.
U.s. Bancorp Investments, Inc.
Wells Fargo Clearing Services, LLC
|Cuna Brokerage Services, Inc.||Waverly, IA||Mar 2016 - Current||5|
|Wings Financial Credit Union||Appley Valley, MN||Mar 2016 - Current||5|
|Feed My Starving Children||Coon Rapids, ME||Oct 2015 - Current||5|
|Tiaa||Minneapolis, MN||Dec 2008 - Oct 2015||6|
|Tiaa-cref Individual & Institutional Services, LLC||Minneapolis, MN||Dec 2008 - Oct 2015||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1988|
|S65||NASAA Investment Advisors Law Examination||Jul 1999|
Total Assets Under Management3,030MILLIONS
Total Number of Accounts15,081ACCOUNTS
Average Account Value$200,896
- 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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