Steven Morneau, financial advisor Rutland VT
90 score

Steven Morneau

CRD Number: 5602073
Current Firm: Cuna Brokerage Services, Inc.

Steven Morneau (CRD# 5602073) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Rutland, VT 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 Aug 2014 - Current 3
Heritage Family Credit Union Rutland, VT Jul 2014 - Current 3
Horace Mann Rutland, VT Sep 2008 - Jul 2014 5
Owis Nest Golf Club Campton, NH Apr 2006 - Sep 2008 2
Sport Thoma Waterville, NH Oct 2007 - Apr 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Steven A. Morneau
Phone Number: 319-352-4090
Registered State(s):
  • NH
  • VT
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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