Joseph Mandujano, financial advisor Evansville IN
93 score

Joseph Mandujano

CRD Number: 3095310
Current Firm: Cuna Brokerage Services, Inc.

Joseph Mandujano (CRD# 3095310) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Evansville, IN and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Heritage Fcu Newburgh, IN Jan 2018 - Current < 1
Cuna Brokerage Services, Inc. Waverly, IA Jan 2018 - Current < 1
Cetera Advisors LLC Denver, CO Oct 2016 - Dec 2017 1
Investors Capital Corp. Lynnfield, MA Aug 2015 - Oct 2016 1
Invest Financial Corporation Burbank, CA Aug 2012 - Aug 2015 3
Logix Federal Credit Union Burbank, CA Aug 2012 - Aug 2015 3
Lpl Financial Charlotte, NC Jan 2011 - Jul 2012 1
Premier America Credit Union Simi Valley, CA Dec 2010 - Jul 2012 1
Bank Of The West Encino, CA Dec 2006 - Dec 2010 4
Bancwest Investment Services Encino, CA Dec 2006 - Dec 2010 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1999
S65 NASAA Investment Advisors Law Examination Nov 2012
Contact Info for Joseph J. Mandujano
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
93
Clean Record
This advisor has a clean track record with regulators.

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