John Liegl, financial advisor Madison WI
93 score

John Liegl

CRD Number: 5488927
Current Firm: Cuna Brokerage Services, Inc.

John Liegl (CRD# 5488927) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Madison, WI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Cuna Mutual Group Waverly, IA Jan 2011 - Current 5
Cuna Brokerage Services, Inc. Waverly, IA Jan 2011 - Current 5
Sii Investments, Inc. Appleton, WI Mar 2010 - Dec 2010 < 1
Shiocton School District Shiocton, WI Nov 2009 - Mar 2010 < 1
Hortonville School District Hortonville, WI Dec 2009 - Dec 2009 < 1
Unemployed Appleton, WI Feb 2009 - Nov 2009 < 1
Edward Jones St. Louis, MO Feb 2008 - Feb 2009 1
Unemployed Eau Claire, WI Oct 2007 - Feb 2008 < 1
Festival Foods Eau Claire, WI Sep 2007 - Oct 2007 < 1
Ymca Eau Claire, WI Jun 2007 - Oct 2007 < 1
Unemployed Eau Claire, WI Apr 2007 - Jun 2007 < 1
Volunteer Income Tax Assistance Eau Claire, WI Feb 2007 - Apr 2007 < 1
Unemployed Stetsonville, WI Aug 2006 - Feb 2007 < 1
Nelson Jameson Inc. Marshfield, WI May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for John K. Liegl
Phone Number: 319-352-4090
Registered State(s):
  • WI
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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