Michael KriewaldCRD Number: 1844017
Current Firm: Cuna Brokerage Services, Inc.
Michael Kriewald (CRD# 1844017) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in La Crosse, WI and has over 29 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Interactive Financial Advisors
Thrivent Investment Management Inc.
|Cuna Mutual Group||Waverly, IA||Sep 2011 - Current||6|
|Cuna Brokerage Services, Inc.||Waverly, IA||Sep 2011 - Current||6|
|Woodbury Financial Services||Onalaska, WI||Apr 2010 - Aug 2011||1|
|Wells Fargo Investments||Onalaska, WI||Jul 2008 - Mar 2010||1|
|Cuna Brokerage Services||Waverly, IA||Dec 2005 - Jun 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1988|
|S65||NASAA Investment Advisors Law Examination||Apr 2001|
|S66||NASAA Uniform Combined State Law Examination||Feb 2006|
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
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