Steven SpiveyCRD Number: 5575764
Current Firm: Cuna Brokerage Services, Inc.
Steven Spivey (CRD# 5575764) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Granger, IN and has over 9 years of experience in the finance industry.
Creative Financial Designs, Inc.
Raymond James & Associates, Inc.
Integrated Financial Planning Solutions, LLC
|Teachers Credit Union||Granger, IN||Aug 2011 - Current||6|
|Cuna Brokerage Services, Inc.||Waverly, IA||Aug 2011 - Current||6|
|Ameriprise Financial Services Inc.||Mishawaka, IN||Jul 2008 - Jul 2011||3|
|Martin County School District||Jensen Beach, FL||Aug 2007 - Jun 2008||< 1|
|Michiana Basketball Academy||Mishawaka, IN||Jun 2006 - Jul 2007||1|
|School City Of Mishawaka||Mishawaka, IN||Aug 2006 - Jun 2007||< 1|
|Outback Steakhouse||Mishawaka, IN||Jun 2005 - Nov 2006||1|
|Exam Code||Name||Passed Date|
|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