David Cutler, financial advisor Milwaukee WI
93 score

David Cutler

CRD 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 30 years of experience in the finance industry.

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Company Name Location Dates Years
Cuna Brokerage Services, Inc. Waverly, IA Apr 2015 - Current 1
Cuna Mutual Group Waverly, IA Apr 2015 - Current 1
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
Contact Info for David B. Cutler
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
93
Clean Record
This advisor has a clean track record with regulators.

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