Ralph KapalczynskiCRD Number: 5439916
Current Firm: Cuna Brokerage Services, Inc.
Ralph Kapalczynski (CRD# 5439916) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Wyoming, MI and has over 10 years of experience in the finance industry.
Raymond James & Associates, Inc.
Tarfis Wealth Management
|Adventure Credit Union||East Lansing, MI||May 2012 - Current||6|
|Cuna Brokerage Services, Inc.||Waverly, IA||May 2012 - Current||6|
|Various Insurance Carriers For W&r Insurance Agencies||Grand Rapids, MI||Jan 2008 - May 2012||4|
|Waddell & Reed, Inc.||Grand Rapids, MI||Oct 2007 - May 2012||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2007|
|S65||NASAA Investment Advisors Law Examination||Nov 2010|
Total Assets Under Management1,868MILLIONS
Total Number of Accounts11,341ACCOUNTS
Average Account Value$164,749
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- 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