Tiffany HaupertCRD Number: 4499898
Current Firm: Cuna Brokerage Services, Inc.
Tiffany Haupert (CRD# 4499898) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in North Manchester, IN and has over 11 years of experience in the finance industry.
Transamerica Financial Advisors, Inc.
Cetera Advisors LLC
Northwestern Mutual Investment Services,llc
|Beacon Credit Union||Wabash, IN||Aug 2005 - Current||12|
|Cuna Brokerage Services, Inc.||Waverly, IA||Aug 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2006|
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