Thomas KuharskiCRD Number: 1995479
Current Firm: Cuna Brokerage Services, Inc.
Thomas Kuharski (CRD# 1995479) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Watertown, CT and has over 18 years of experience in the finance industry.
Barron Financial Group, LLP
Lpl Financial LLC
Springboard Asset Management LLC
|Cuna Mutual Group||Waverly, IA||Nov 2012 - Current||4|
|Cuna Brokerage Services, Inc.||Waverly, IA||Nov 2012 - Current||4|
|None||Southington, CT||Aug 2012 - Oct 2012||< 1|
|Lpl Financial||Charlotte, NC||May 2011 - Aug 2012||1|
|First Niagara Securities||East Haven, CT||May 2011 - Aug 2012||1|
|Newalliance Investments Inc.||New Haven, CT||Aug 2007 - May 2011||3|
|Metlife Insurance Co||Shelton, CT||Jun 2006 - Aug 2007||1|
|Metlife Securities Inc.||Shelton, CT||Jun 2006 - Aug 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
|S65||NASAA Investment Advisors Law Examination||Apr 2008|
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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