Robert SipprellCRD Number: 2978323
Current Firm: Cuna Brokerage Services, Inc.
Robert Sipprell (CRD# 2978323) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Matthews, NC and has over 9 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Cuna Mutual Group||Waverly, IA||Nov 2012 - Current||4|
|Cuna Brokerage Services, Inc.||Waverly, IA||Nov 2012 - Current||4|
|Wells Fargo Advisors LLC||Charlotte, NC||Jan 2011 - Nov 2012||1|
|Retirement Alliance, Inc.||Manchester, NH||Mar 2008 - Dec 2010||2|
|Charles Schwab||Matthews, NC||Jun 1997 - Mar 2008||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2011|
|S65||NASAA Investment Advisors Law Examination||Jul 2008|
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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