Cuna Brokerage Services, Inc.

Cuna Brokerage Services, Inc. (CRD# 13941) is a financial advisory firm headquartered in Waverly, IA. They manage $1,868,415,121 in 11,341 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,868
    MILLION
  • Total Number of Accounts
    11,341
    ACCOUNTS
  • Average Account Value
    $164,749
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Cuna Brokerage Services, Inc.
Showing 1 - 10 of 684 top financial advisors.
1
Kendrick D. Coulthard
CRD#: 1956276
444 James Robertson Parkway, Nashville, TN 37219
101
Wealthminder
score

Kendrick Coulthard (CRD# 1956276) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Nashville, TN and has over 28 years of experience in the finance industry. Kendrick Coulthard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Cameron M. Clark
CRD#: 5010604
3707 Juan Tabo Blvd., Ne, Albuquerque, NM 87111
98
Wealthminder
score

Cameron Clark (CRD# 5010604) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Albuquerque, NM and has over 12 years of experience in the finance industry.

3
Carol S. Aderman
CRD#: 4510590
55 Cushing St, Brunswick, ME 04011
96
Wealthminder
score

Carol Aderman (CRD# 4510590) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Brunswick, ME and has over 15 years of experience in the finance industry. Carol Aderman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Helen R. Alexander
CRD#: 2750170
12630 Se Division St, Portland, OR 97236
96
Wealthminder
score

Helen Alexander (CRD# 2750170) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Portland, OR and has over 21 years of experience in the finance industry. Helen Alexander has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Jeremy P. Appleton
CRD#: 3276192
5910 Mineral Point Rd, Madison, WI 53705
96
Wealthminder
score

Jeremy Appleton (CRD# 3276192) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Madison, WI and has over 16 years of experience in the finance industry. Jeremy Appleton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Robin D. Arnold
CRD#: 1108355
500 Bush River Rd, Columbia, SC 29210
96
Wealthminder
score

Robin Arnold (CRD# 1108355) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Columbia, SC and has over 35 years of experience in the finance industry. Robin Arnold has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Marlon K. Awuma
CRD#: 5926598
2444 E Silver Springs Blvd, Ocala, FL 34470
96
Wealthminder
score

Marlon Awuma (CRD# 5926598) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Ocala, FL and has over 6 years of experience in the finance industry. Marlon Awuma has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Troy M. Barta
CRD#: 2629981
5825 Xerxes Ave N, Brooklyn Center, MN 55430
96
Wealthminder
score

Troy Barta (CRD# 2629981) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Brooklyn Center, MN and has over 22 years of experience in the finance industry. Troy Barta has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Daniel T. Battcher
CRD#: 1821394
14411 Hwy 13, Savage, MN 55378
96
Wealthminder
score

Daniel Battcher (CRD# 1821394) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Savage, MN and has over 30 years of experience in the finance industry.

10
Michael W. Beck
CRD#: 2746928
200 Mcgregor St, Manchester, NH 03102
96
Wealthminder
score

Michael Beck (CRD# 2746928) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Manchester, NH and has over 21 years of experience in the finance industry. Michael Beck has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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