George Manning, financial advisor Madison WI

George Manning

CRD Number: 1797071
Current Firm: Trustage Investment Management

George Manning (CRD# 1797071) is an Investment Advisor Representative working at Trustage Investment Management in Madison, WI and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Cuna Mutual Group Waverly, IA Mar 2017 - Current 7
Cuna Brokerage Services, Inc. Waverly, IA Mar 2017 - Current 7
Self-employed Hingham, MA Dec 2015 - Mar 2017 1
Lincoln Financial Distributors Radnor, PA Mar 2014 - Dec 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1990
S65 NASAA Investment Advisors Law Examination Apr 2017
Contact Info for George J. Manning
Phone Number: 6082385851
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    35,461
    MILLIONS
  • Total Number of Accounts
    350
    ACCOUNTS
  • Average Account Value
    $101,317,031
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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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