Matthew BrownCRD Number: 5952356
Current Firm: Cuna Brokerage Services, Inc.
Matthew Brown (CRD# 5952356) 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 Brokerage Services, Inc.||Waverly, IA||Jun 2014 - Current||3|
|Cuna Mutual Group||Waverly, IA||Jun 2014 - Current||3|
|Charles Schwab Bank||Madison, WI||Jan 2013 - Mar 2014||1|
|Charles Schwab & Company,inc||Madison, WI||Jul 2011 - Mar 2014||2|
|Royal Credit Union||Eau Claire, WI||Apr 2010 - Jun 2011||1|
|Heartland Aviation||Eau Claire, WI||Apr 2009 - Apr 2011||2|
|University Of Wisconsin - Eau Claire||Eau Claire, WI||Sep 2006 - Dec 2009||3|
|Minnesota Air National Guard||St. Paul, MN||Nov 2003 - Nov 2009||6|
|Sears||Eau Claire, WI||May 2007 - May 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2011|
|S66||NASAA Uniform Combined State Law Examination||Jan 2013|
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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