Gary WeuveCRD Number: 1198316
Current Firm: Cuna Brokerage Services, Inc.
Gary Weuve (CRD# 1198316) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Waverly, IA and has over 33 years of experience in the finance industry. Gary Weuve 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.
|Cuna Brokerage Services, Inc.||Waverly, IA||Dec 1993 - Current||23|
|Lutheran Mutual Life||Waverly, IA||Nov 1980 - Current||36|
|Cuna Mutual Group||Waverly, IA||Oct 1980 - Current||36|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1983|
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)
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