Jolene HennCRD Number: 1313556
Current Firm: Cuna Brokerage Services, Inc.
Jolene Henn (CRD# 1313556) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Waverly, IA and has over 31 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||Oct 1997 - Current||19|
|Cuna Mutual Group||Waverly, IA||Jul 1997 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1984|
|S66||NASAA Uniform Combined State Law Examination||Mar 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