Cuna Brokerage Services, Inc.

Cuna Brokerage Services, Inc. (CRD# 13941) is a financial advisory firm headquartered in Waverly, IA. They manage $1,331,394,844 in 6,286 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,331
    MILLION
  • Total Number of Accounts
    6,286
    ACCOUNTS
  • Average Account Value
    $211,803
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Cuna Brokerage Services, Inc.
Showing 1 - 10 of 588 top financial advisors.
1
Carol S. Aderman
CRD#: 4510590
3 Union Park Road, Topsham, ME 04086
96
Wealthminder
score

Carol Aderman (CRD# 4510590) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Topsham, ME and has over 14 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.

2
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 20 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.

3
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 15 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.

4
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 33 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.

5
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 21 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.

6
Daniel T. Battcher
CRD#: 1821394
574 Prairie Center Dr, Ste 100, Eden Prairie, MN 55344
96
Wealthminder
score

Daniel Battcher (CRD# 1821394) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Eden Prairie, MN and has over 28 years of experience in the finance industry.

7
Michael W. Beck
CRD#: 2746928
600 Main Street, Waltham, MA 02452
96
Wealthminder
score

Michael Beck (CRD# 2746928) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Waltham, MA and has over 20 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.

8
Salvatore Bocchimuzzo
CRD#: 2075376
1099 Morton Blvd, Kingston, NY 12401
96
Wealthminder
score

Salvatore Bocchimuzzo (CRD# 2075376) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Kingston, NY and has over 26 years of experience in the finance industry. Salvatore Bocchimuzzo 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
Brian P. Bock
CRD#: 2391345
1150 42nd Street Ne, Cedar Rapids, IA 52402
96
Wealthminder
score

Brian Bock (CRD# 2391345) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Cedar Rapids, IA and has over 23 years of experience in the finance industry. Brian Bock 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.

10
Jody A. Brown
CRD#: 4143767
307 E Wilson St, Madison, WI 53703
96
Wealthminder
score

Jody Brown (CRD# 4143767) 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.

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