John EnglinCRD Number: 1357567
Current Firm: Cuna Brokerage Services, Inc.
John Englin (CRD# 1357567) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Waterloo, IA and has over 22 years of experience in the finance industry. John Englin 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.
Fsb Premier Wealth Management, Inc.
Heartland Financial Services, Ltd.
State Farm Investment Management Corp.
|Veridian Credit Union||Waterloo, IA||Sep 2011 - Current||6|
|Cuna Brokerage Services, Inc.||Waverly, IA||Sep 2011 - Current||6|
|Lincoln Savings Bank||Waterloo, IA||Dec 2009 - Aug 2011||1|
|Lpl Financial||Charlotte, NC||Dec 2009 - Aug 2011||1|
|Financial Network Inv. Corp.||Waterloo, IA||Apr 2003 - Dec 2009||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1995|
|S65||NASAA Investment Advisors Law Examination||Jan 2006|
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