Jeffery BettermannCRD Number: 4515151
Current Firm: Cuna Brokerage Services, Inc.
Jeffery Bettermann (CRD# 4515151) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Fort Myers, FL and has over 15 years of experience in the finance industry.
Hbks Wealth Advisors
Independent Financial Partners
Aci Wealth Advisors
|Suncoast Federal Credit Union||Tampa, FL||Jan 2012 - Current||5|
|Cuna Brokerage Services, Inc.||Waverly, IA||Jan 2010 - Current||7|
|Unemployed||Tamp, FL||Nov 2011 - Dec 2011||< 1|
|J.w. Cole Financial, Inc.||Tampa, FL||Feb 2011 - Oct 2011||< 1|
|Jonathan Roberts Advisory Group, Inc.||Tampa, FL||Feb 2011 - Oct 2011||< 1|
|Unemployed||Tampa, FL||Nov 2010 - Feb 2011||< 1|
|Invest Financial Corp||Tampa, FL||Apr 2006 - Oct 2010||4|
|Midamerica Bank||West Dundee, IL||Apr 2006 - Oct 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2002|
|S65||NASAA Investment Advisors Law Examination||Jun 2006|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
- Customer Dispute
Total Assets Under Management1,331MILLIONS
Total Number of Accounts6,286ACCOUNTS
Average Account Value$211,803
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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