Paul Rubacka, financial advisor Syracuse NY
96 score

Paul Rubacka

CRD Number: 1937162
Current Firm: Cuna Brokerage Services, Inc.

Paul Rubacka (CRD# 1937162) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Syracuse, NY and has over 27 years of experience in the finance industry. Paul Rubacka has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Kevin Visconti, financial advisor Syracuse NY
Kevin A. Visconti
CRD# 5229301
Cadaret Grant & Co Inc.
Score
100
Similar Advisors
Thomas Baker, financial advisor Syracuse NY
Thomas F. Baker
CRD# 5626986
Wells Fargo Advisors Financial Network, LLC
Score
96
Similar Advisors
Richard Bergen, financial advisor Syracuse NY
Richard L. Bergen
CRD# 1286588
Cadaret Grant & Co Inc.
Score
96
Professional Designations
Company Name Location Dates Years
Cuna Brokerage Services, Inc. Waverly, IA Apr 2013 - Current 3
Cuna Mutual Group Waverly, IA Apr 2013 - Current 3
Not With A Firm Manlius, NY Dec 2012 - Apr 2013 < 1
Northwestern Mutual Investment Services, LLC E Syracuse, NY Feb 2010 - Nov 2012 2
Northwestern Mutual Wealth Management Company Milwaukee, WI Feb 2010 - Nov 2012 2
Northwestern Mutual Investment Services, LLC East Syracuse, NY Jul 2009 - Nov 2012 3
Peter Derrenbacker East Syracuse, NY Jul 2009 - Nov 2012 3
Robert Derrenbacker E Syracuse, NY Jul 2009 - Nov 2012 3
Peter Derrenbacker E Syracuse, NY Apr 2009 - Jul 2009 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Syracuse, NY Jun 2008 - Feb 2009 < 1
Cadaret, Grant & Company, Inc. Syracuse, NY Jan 2002 - Jun 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1989
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Paul J. Rubacka
Phone Number: 319-352-4090
Registered State(s):
  • CT
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

Ready to hire a financial advisor? Get competitive proposals from Paul Rubacka and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.