Susan PurdueCRD Number: 4557871
Current Firm: Cuna Brokerage Services, Inc.
Susan Purdue (CRD# 4557871) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Goshen, IN and has over 15 years of experience in the finance industry.
Creative Financial Designs, Inc.
Raymond James & Associates, Inc.
Integrated Financial Planning Solutions, LLC
|Interra Credit Union||Goshen, IN||Jan 2009 - Current||9|
|Cuna Brokerage Services, Inc.||Waverly, IA||Jun 2002 - Current||15|
|Elkhart County Farm Bureau Credit Union||Goshen, IN||Aug 1997 - Jan 2009||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2002|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
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