Matthew BellinCRD Number: 5555170
Current Firm: Cuna Brokerage Services, Inc.
Matthew Bellin (CRD# 5555170) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Madison, WI and has over 5 years of experience in the finance industry.
Fiscal Fitness, LLC
Enrich Financial Partners LLC
|Cuna Mutual Group||Waverly, IA||Mar 2014 - Current||3|
|Cuna Brokerage Services, Inc.||Waverly, IA||Mar 2014 - Current||3|
|Ameriprise Financial Services Inc.||Madison, WI||Feb 2014 - Mar 2014||< 1|
|Securian Fnancial Services||St. Paul, MN||Aug 2011 - Feb 2014||2|
|Cri Securities||St. Paul, MN||Aug 2011 - Feb 2014||2|
|North Star Resource Group||Madison, WI||Aug 2011 - Feb 2014||2|
|Wells Fargo||Des Moines, IA||Sep 2009 - May 2011||1|
|Combined Insurance||West Des Moines, IA||Mar 2009 - Sep 2009||< 1|
|Edward Jones||St Louis, MO||Jun 2008 - Mar 2009||< 1|
|Uw-oshkosh||Oshkosh, WI||Sep 2004 - Jun 2008||3|
|Ge Oil And Gas||Oshkosh, WI||Mar 2007 - Dec 2007||< 1|
|Waupaca Foundry||Waupaca, WI||Jun 2005 - Dec 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2011|
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
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