Tiffany Haupert, financial advisor North Manchester IN
93 score

Tiffany Haupert

CRD 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 10 years of experience in the finance industry.

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Company Name Location Dates Years
Beacon Credit Union Wabash, IN Aug 2005 - Current 11
Cuna Brokerage Services, Inc. Waverly, IA Aug 2005 - Current 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2006
Contact Info for Tiffany J. Haupert
Phone Number: 319-352-4090
Registered State(s):
  • IN
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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