Nicholas BurgeCRD 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 3 years of experience in the finance industry.
Fiscal Fitness, LLC
Enrich Financial Partners LLC
|Cuna Mutual Group||Waverly, IA||May 2016 - Current||2|
|Cuna Brokerage Services, Inc.||Waverly, IA||May 2016 - Current||2|
|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|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
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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