George Sherman, financial advisor Kansas City MO
83 score

George Sherman

CRD Number: 1851714
Current Firm: Cuna Brokerage Services, Inc.

George Sherman (CRD# 1851714) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Kansas City, MO and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Mazuma Credit Union Kansas City, MO Jan 2006 - Current 10
Cuna Brokerage Services, Inc. Waverly, IA Jan 1991 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1988
S66 NASAA Uniform Combined State Law Examination Jul 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for George W. Sherman
Phone Number: 319-352-4090
Registered State(s):
  • MO
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
83

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