John PeshCRD Number: 4241880
Current Firm: Cuna Brokerage Services, Inc.
John Pesh (CRD# 4241880) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Madison, WI and has over 20 years of experience in the finance industry.
Mckinley Money, LLC
Baker Tilly Financial
Ameriprise Financial Services, LLC
|Cuna Mutual Group||Waverly, IA||Mar 2013 - Current||7|
|Cuna Brokerage Services, Inc.||Waverly, IA||Mar 2013 - Current||7|
|Proequities, Inc.||Minneapolis, MN||Jul 2006 - Feb 2013||6|
|National Benefits Group LLC||Minneapolis, MN||Feb 2003 - Feb 2013||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2000|
|S66||NASAA Uniform Combined State Law Examination||Jun 2013|
Total Assets Under Management2,789MILLIONS
Total Number of Accounts11,478ACCOUNTS
Average Account Value$243,002
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.