Nicholas Burge, financial advisor Madison WI
88 score

Nicholas Burge

CRD Number: 6271261
Current Firm: Cuna Brokerage Services, Inc.

Nicholas Burge (CRD# 6271261) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Madison, WI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Cuna Mutual Group Waverly, IA May 2016 - Current < 1
Cuna Brokerage Services, Inc. Waverly, IA May 2016 - Current < 1
Ameriprise Financial Services, Inc. Minneapolis, MN Dec 2015 - Apr 2016 < 1
Metlife Securities Inc. Middleton, WI Jan 2014 - Dec 2015 1
Creative Financial Services Madison, WI Nov 2013 - Jan 2014 < 1
Abr Madison, WI Mar 2013 - Nov 2013 < 1
Freight Connections Menasha, WI Sep 2012 - Dec 2012 < 1
Scheels Appleton, WI Aug 2012 - Dec 2012 < 1
Uw Oshkosh Oshkosh, WI Sep 2007 - Dec 2012 5
True Value Oshkosh, WI Jul 2011 - Jun 2012 < 1
Badger Painting Appleton, WI Jun 2010 - Sep 2010 < 1
Menards Johnson Creek, WI Jun 2009 - Nov 2009 < 1
Terra Staffing Fort Atkinson, WI Jun 2008 - Sep 2008 < 1
Jeferson Family Aquatic Center Jefferson, WI May 2005 - Sep 2007 2
Jefferson High School Jefferson, WI Sep 2003 - Jun 2007 3
Star Cinema Johnson Creek, WI Oct 2006 - Feb 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Nicholas R. Burge
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
88
Clean Record
This advisor has a clean track record with regulators.

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