Thomas Binversie, financial advisor Sheboygan WI
93 score

Thomas Binversie

CRD 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 14 years of experience in the finance industry.

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Company Name Location Dates Years
Cuna Brokerage Services, Inc. Waverly, IA Mar 2008 - Current 8
Cuna Mutual Group Waverly, IA Mar 2008 - Current 8
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
Contact Info for Thomas R. Binversie
Phone Number: 319-352-4090
Registered State(s):
  • WI
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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