Gregg LapentaCRD 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 15 years of experience in the finance industry.
American Wealth Management
Cojo Bay Advisors, LLC
Aegis Capital Corp.
|Greater Nevada Credit Union||Reno, NV||Jul 2007 - Current||9|
|Cuna Brokerage Services, Inc.||Waverly, IA||Mar 2004 - Current||13|
|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|
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