Michael McGlamery, financial advisor Tucson AZ

Michael McGlamery

CRD Number: 6188001
Current Firm: Cuna Brokerage Services, Inc.

Michael McGlamery (CRD# 6188001) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Tucson, AZ and has over 6 years of experience in the finance industry. Michael McGlamery 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.

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Professional Designations
Company Name Location Dates Years
Cuna Brokerage Services, Inc. Waverly, IA Aug 2019 - Current 2
Cuna Mutual Group Waverly, IA Aug 2019 - Current 2
Davis Distributors, LLC Tucson, AZ Apr 2015 - Aug 2019 4
Transamerica Financial Advisors, Inc. Tucson, AZ Jul 2014 - Apr 2015 < 1
Meditunion Tucson, AZ Mar 2013 - Apr 2015 2
Mcglamery Longley Wealth Management LLC Tucson, AZ Mar 2013 - Dec 2013 < 1
Berwick Insurance Group LLC Tucson, AZ Nov 2011 - Mar 2013 1
Tucson Orthopaedic Institute Tucson, AZ Jan 2010 - Nov 2011 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2015
Contact Info for Michael B. McGlamery
Phone Number: 319-352-4090
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    3,030
    MILLIONS
  • Total Number of Accounts
    15,081
    ACCOUNTS
  • Average Account Value
    $200,896
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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