Michael GrantCRD Number: 4468407
Current Firm: Cuna Brokerage Services, Inc.
Michael Grant (CRD# 4468407) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Panama City, FL and has over 10 years of experience in the finance industry.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLC
Farnsley & Johnston Wealth Management Consultants, LLC
|Cuna Mutual Group||Waverly, IA||Dec 2008 - Current||7|
|Cuna Brokerage Services, Inc.||Waverly, IA||Dec 2008 - Current||7|
|American United Life||Tampa, FL||Jan 2008 - Nov 2008||< 1|
|Oneamerica Securities, Inc.||Tampa, FL||Jan 2008 - Nov 2008||< 1|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Mar 2005 - Jan 2008||2|
|Northwestern Mutual Investment Services, LLC||Tampa, FL||Mar 2005 - Jan 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2006|
|S65||NASAA Investment Advisors Law Examination||Mar 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Criminal Record
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
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