Brian StahlCRD Number: 5298306
Current Firm: Cuna Brokerage Services, Inc.
Brian Stahl (CRD# 5298306) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Waverly, IA and has over 9 years of experience in the finance industry.
Fsb Premier Wealth Management, Inc.
Heartland Financial Services, Ltd.
State Farm Investment Management Corp.
|Cuna Mutual Group||Waverly, IA||Dec 2006 - Current||11|
|Cuna Brokerage Services, Inc.||Waverly, IA||Dec 2006 - Current||11|
|Wasendorf And Son Company/peregrine Financial Group||Cedar Falls, IA||Dec 2005 - Dec 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 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