Gregg Lapenta, financial advisor Sparks NV
93 score

Gregg Lapenta

CRD Number: 4515946
Current Firm: Cuna Brokerage Services, Inc.

Gregg Lapenta (CRD# 4515946) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Sparks, NV and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Greater Nevada Credit Union Reno, NV Jul 2007 - Current 9
Cuna Brokerage Services, Inc. Waverly, IA Mar 2004 - Current 12
Cuna Mutual Life Insurance Company Waverly, IA Mar 2004 - Jul 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2002
Contact Info for Gregg W. Lapenta
Phone Number: 319-352-4090
Registered State(s):
  • NV
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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