James VanwertCRD Number: 5570939
Current Firm: Cuna Brokerage Services, Inc.
James Vanwert (CRD# 5570939) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Wilkes-barre, PA and has over 8 years of experience in the finance industry.
Northeastern Financial Consultants, Inc.
Ameriprise Financial Services, Inc.
|Cuna Mutual Group||Waverly, IA||Apr 2014 - Current||3|
|Cuna Brokerage Services, Inc.||Waverly, IA||Sep 2010 - Current||7|
|Cross Valley Federal Credit Union||Wilkes Barre, PA||Sep 2010 - Mar 2014||3|
|Unemployed||Scranton, PA||May 2010 - Sep 2010||< 1|
|University Of Scranton||Scranton, PA||Sep 2006 - May 2010||3|
|Unemployed||Scranton, PA||Jun 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2009|
|S66||NASAA Uniform Combined State Law Examination||Mar 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