Renee YoderCRD Number: 3024082
Current Firm: Cuna Brokerage Services, Inc.
Renee Yoder (CRD# 3024082) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Goshen, IN and has over 4 years of experience in the finance industry.
Creative Financial Designs, Inc.
Raymond James & Associates, Inc.
Integrated Financial Planning Solutions, LLC
|Cuna Brokerage Services, Inc.||Waverly, IA||Mar 2011 - Current||6|
|Interra Credit Union||Goshen, IN||Oct 2009 - Current||8|
|Unemployed||Wakarusa, IN||Jun 2009 - Oct 2009||< 1|
|Wa-nee Community Schools||Nappanee, IN||Dec 2007 - Jun 2009||1|
|Newmar Corp||Nappanee, IN||Sep 2006 - Dec 2007||1|
|Homemaker||Wakarusa, IN||Nov 2005 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
|S63||Uniform Securities State Law Examination||Dec 2012|
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