James Muff, financial advisor West Lafayette IN
90 score

James Muff

CRD Number: 6324833
Current Firm: Cuna Brokerage Services, Inc.

James Muff (CRD# 6324833) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in West Lafayette, IN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Cuna Brokerage Services, Inc. Waverly, IA Sep 2016 - Current 1
Cuna Mutual Group Waverly, IA Sep 2016 - Current 1
Usa Financial Ada, MI May 2014 - Aug 2016 2
Srg Financial Advisors Osage Beach, MO Jan 2014 - Aug 2016 2
Usda Boise Nat'l Forest Lowman, ID Apr 2012 - Apr 2014 2
Doi Zion National Park Springdale, UT Apr 2010 - Apr 2012 2
Doi Zion National Park Springdale, UT Apr 2008 - Apr 2010 2
Doi Zion National Park Springdale, UT Mar 2007 - Apr 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2015
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for James R. Muff
Phone Number: 319-352-4090
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    1,868
    MILLIONS
  • 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

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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