Gregory NormanCRD Number: 3072535
Current Firm: Cuna Brokerage Services, Inc.
Gregory Norman (CRD# 3072535) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Waverly, IA and has over 18 years of experience in the finance industry.
Fsb Premier Wealth Management, Inc.
Heartland Financial Services, Ltd.
State Farm Investment Management Corp.
|Cuna Brokerage Services, Inc.||Waverly, IA||May 2016 - Current||1|
|Cuna Mutual Group||Waverly, IA||May 2016 - Current||1|
|Cetera Advisor Networks LLC||El Segundo, CA||Jan 2013 - Apr 2016||3|
|Financial Network Investment Corporation||El Segundo, CA||Jul 2005 - Dec 2012||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
|S65||NASAA Investment Advisors Law Examination||Feb 2012|
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