Elliott Shipp, financial advisor Waverly IA
93 score

Elliott Shipp

CRD Number: 5461908
Current Firm: Cuna Brokerage Services, Inc.

Elliott Shipp (CRD# 5461908) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Waverly, IA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Cuna Mutual Group Waverly, IA May 2014 - Current 2
Cuna Brokerage Services, Inc. Waverly, IA May 2014 - Current 2
Td Ameritrade Omaha, NE Dec 2007 - May 2014 6
Credit Advisors Foundation Omaha, NE Apr 2006 - Nov 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2008
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Elliott J. Shipp
Phone Number: 319-352-4090
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    1,331
    MILLIONS
  • Total Number of Accounts
    6,286
    ACCOUNTS
  • Average Account Value
    $211,803
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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