Thomas BinversieCRD Number: 4476363
Current Firm: Cuna Brokerage Services, Inc.
Thomas Binversie (CRD# 4476363) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Sheboygan, WI and has over 15 years of experience in the finance industry.
Sii Investments, Inc.
Eagle Strategies LLC
Raymond James Financial Services Advisors, Inc.
|Cuna Brokerage Services, Inc.||Waverly, IA||Mar 2008 - Current||9|
|Cuna Mutual Group||Waverly, IA||Mar 2008 - Current||9|
|Northestern Mutual Investment Services, LLC||Milwaukee, WI||Nov 2001 - Feb 2008||6|
|Northwestern Mutual Life||Milwaukee, WI||Sep 2001 - Feb 2008||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2001|
|S65||NASAA Investment Advisors Law Examination||Oct 2008|
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