Daniel RearickCRD Number: 4574992
Current Firm: Cuna Brokerage Services, Inc.
Daniel Rearick (CRD# 4574992) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Tustin, CA and has over 14 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Cuna Brokerage Services, Inc.||Waverly, IA||Jan 2007 - Current||9|
|Schoolsfirst Fcu Aka Octfcu||Santa Ana, CA||Jun 2004 - Current||12|
|Cuso Financial Services, LP||San Diego, CA||Jul 2004 - Dec 2006||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 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