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).
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Total Assets Under Management3,030MILLION
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Total Number of Accounts15,081ACCOUNTS
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Average Account Value$200,896
- A percentage of assets under your management
- Hourly charges
- Other
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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.
David Aanderud (CRD# 6113667) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Richland, WA and has over 4 years of experience in the finance industry.
Elizabeth Abben (CRD# 5315912) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Waverly, IA and has over 7 years of experience in the finance industry.
Stephen Abbott (CRD# 1538140) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Farmingville, NY and has over 27 years of experience in the finance industry.
David Abuaf (CRD# 4582706) 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.
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.
William Adams (CRD# 5110264) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Lawrenceville, GA and has over 14 years of experience in the finance industry.
Terry Agius (CRD# 1452697) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Santa Ana, CA and has over 30 years of experience in the finance industry.
Tom Aguilera (CRD# 4212310) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Placentia, CA and has over 20 years of experience in the finance industry.
Matthew Akers (CRD# 5614982) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Gurnee, IL and has over 12 years of experience in the finance industry.