Michael SmithCRD Number: 6022378
Current Firm: Cuna Brokerage Services, Inc.
Michael Smith (CRD# 6022378) 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||Sep 2012 - Current||5|
|Cuna Brokerage Services, Inc.||Waverly, IA||Sep 2012 - Current||5|
|Ameriprise Financial||Madison, WI||Feb 2012 - Aug 2012||< 1|
|M&i Bank||Sauk City, WI||Jun 2011 - Feb 2012||< 1|
|M&i Support Services Company||Monona, WI||Nov 2005 - Jun 2011||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2012|
Total Assets Under Management1,868MILLIONS
Total Number of Accounts11,341ACCOUNTS
Average Account Value$164,749
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- 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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