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.
Wells Fargo Clearing Services, LLC
Cetera Advisors 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 Management1,868MILLIONS
Total Number of Accounts11,341ACCOUNTS
Average Account Value$164,749
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- 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