Elliott ShippCRD 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 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||May 2014 - Current||3|
|Cuna Brokerage Services, Inc.||Waverly, IA||May 2014 - Current||3|
|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|
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