Carol DiestCRD Number: 3035498
Current Firm: Cuna Brokerage Services, Inc.
Carol Diest (CRD# 3035498) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Kalamazoo, MI and has over 20 years of experience in the finance industry.
Prudential Financial Planning Services
Summit Advisors, LLC
Cambridge Investment Research Advisors, Inc.
|Cuna Mutual Group||Waverly, IA||Mar 2006 - Current||12|
|Cuna Brokerage Services, Inc.||Waverly, IA||Mar 2006 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
|S66||NASAA Uniform Combined State Law Examination||May 2004|
Total Assets Under Management1,868MILLIONS
Total Number of Accounts11,341ACCOUNTS
Average Account Value$164,749
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- 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