Joni HootmanCRD Number: 1855173
Current Firm: Cuna Brokerage Services, Inc.
Joni Hootman (CRD# 1855173) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Peoria, IL and has over 21 years of experience in the finance industry.
Charles Schwab & Company, Inc.
Lpl Financial LLC
Royal Alliance Associates, Inc.
|Cuna Brokerage Services, Inc.||Waverly, IA||Jun 2001 - Current||16|
|Cefcu||Peoria, IL||Jan 1996 - Current||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1996|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
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