Cuna Brokerage Services, Inc.

Cuna Brokerage Services, Inc. (CRD# 13941) is a financial advisory firm headquartered in Waverly, IA. They manage $3,029,704,984 in 15,081 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,030
    MILLION
  • Total Number of Accounts
    15,081
    ACCOUNTS
  • Average Account Value
    $200,896
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Cuna Brokerage Services, Inc.
Showing 1 - 10 of 732 top financial advisors.
1
Tracy H. Aalvik
CRD#: 2881176
822 Commerce Avenue, Longview, WA 98632

Tracy Aalvik (CRD# 2881176) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Longview, WA and has over 22 years of experience in the finance industry.

2
David J. Aanderud
CRD#: 6113667
601 Williams Blvd, Richland, WA 99354

David Aanderud (CRD# 6113667) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Richland, WA and has over 5 years of experience in the finance industry.

3
Elizabeth A. Abben
CRD#: 5315912
2000 Heritage Way, Waverly, IA 50677

Elizabeth Abben (CRD# 5315912) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Waverly, IA and has over 8 years of experience in the finance industry.

4
Stephen Abbott
CRD#: 1538140
2410 North Ocean Avenue, Farmingville, NY 11738

Stephen Abbott (CRD# 1538140) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Farmingville, NY and has over 28 years of experience in the finance industry.

5
David N. Abuaf
CRD#: 4582706
5910 Mineral Point Road, Madison, WI 53705

David Abuaf (CRD# 4582706) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Madison, WI and has over 17 years of experience in the finance industry.

6
Melissa A. Acher
CRD#: 4121340
1551 Win Hentschel Blvd, West Lafayette, IN 47906

Melissa Acher (CRD# 4121340) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in West Lafayette, IN and has over 21 years of experience in the finance industry.

7
William D. Adams
CRD#: 5110264
867 Buford Drive, Lawrenceville, GA 30043

William Adams (CRD# 5110264) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Lawrenceville, GA and has over 15 years of experience in the finance industry.

8
Terry L. Agius
CRD#: 1452697
2115 N Broadway, Santa Ana, CA 92706

Terry Agius (CRD# 1452697) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Santa Ana, CA and has over 31 years of experience in the finance industry.

9
Tom Aguilera
CRD#: 4212310
377 E Chapman Ave 100, Placentia, CA 92870

Tom Aguilera (CRD# 4212310) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Placentia, CA and has over 21 years of experience in the finance industry.

10
Michael J. Albert
CRD#: 2400192
1005 Blairs Ferry Road Ne, Cedar Rapids, IA 52402

Michael Albert (CRD# 2400192) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Cedar Rapids, IA and has over 27 years of experience in the finance industry.

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