Jamie WeitzenkampCRD Number: 5418103
Current Firm: Cuna Brokerage Services, Inc.
Jamie Weitzenkamp (CRD# 5418103) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Waverly, IA and has over 2 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||Mar 2004 - Current||13|
|Cuna Mutual Group||Waverly, IA||Jun 1997 - Current||20|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
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