David CutlerCRD Number: 1434329
Current Firm: Cuna Brokerage Services, Inc.
David Cutler (CRD# 1434329) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Milwaukee, WI and has over 31 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Cuna Brokerage Services, Inc.||Waverly, IA||Apr 2015 - Current||2|
|Cuna Mutual Group||Waverly, IA||Apr 2015 - Current||2|
|Edward Jones||St Louis, MO||Jun 2013 - Apr 2015||1|
|United States Postal Service||Madison, WI||May 2013 - Jun 2013||< 1|
|Hiring & Staff Services, Inc.||Madison, WI||Feb 2013 - Jun 2013||< 1|
|Transamerica Financial Advisors, Inc.||Wheaton, IL||Jul 2012 - Jun 2013||< 1|
|World Financial Group, Inc.||Wheaton, IL||Jul 2012 - Jun 2013||< 1|
|Unemployed||Marshall, WI||Apr 2011 - Jul 2012||1|
|Wisconsin Dept Of Financial Institutions||Madison, WI||Jul 2010 - Apr 2011||< 1|
|Student||Madison, WI||Aug 2009 - Dec 2010||1|
|Unemployed||Madison, WI||Oct 2008 - Aug 2009||< 1|
|Whafs Equities Corporation||Madison, WI||Nov 1996 - Sep 2008||11|
|Wha Financial Solutions, Inc.||Madison, WI||Feb 1992 - Sep 2008||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1986|
|S66||NASAA Uniform Combined State Law Examination||Apr 2009|
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