Steven Spivey, financial advisor Granger IN
93 score

Steven Spivey

CRD 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 7 years of experience in the finance industry.

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Company Name Location Dates Years
Teachers Credit Union Granger, IN Aug 2011 - Current 5
Cuna Brokerage Services, Inc. Waverly, IA Aug 2011 - Current 5
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
Contact Info for Steven D. Spivey
Phone Number: 319-352-4090
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    1,331
    MILLIONS
  • Total Number of Accounts
    6,286
    ACCOUNTS
  • Average Account Value
    $211,803
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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