Tamara LangenfeldCRD Number: 5561846
Current Firm: Cuna Brokerage Services, Inc.
Tamara Langenfeld (CRD# 5561846) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Stockton, CA and has over 5 years of experience in the finance industry.
Luminary Financial Planning
Dynamic Wealth Strategies, LLC
Titan Capital Management, LLC
|Cuna Mutual Group||Waverly, IA||Jun 2008 - Current||8|
|Cuna Brokerage Services, Inc.||Waverly, IA||Jun 2008 - Current||8|
|Landd Special T's||Lodi, CA||May 2005 - Jun 2008||3|
|Computertots And Computer Explorers||Lodi, CA||Aug 2006 - Jun 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2011|
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
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