AdvisorOS Directory
Claim Profile
Unclaimed Profile
DF

David Matthew Foster

CUNA BROKERAGE SERVICES, INC.·WAVERLY, Iowa
SIE, Series 7, Series 24, Series 63, Series 66Clean record15 years registeredCUNA BROKERAGE SERVICES, INC.
2000 HERITAGE WAY, WAVERLY, IA 50677CRD# 1279176Firm CRD# 13941

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Matthew Foster · WAVERLY, IA
Registration
CRD #1279176 · CUNA BROKERAGE SERVICES, INC. · 15 years registered
Brand Profile
Not yet started
01

Career History

LPL FINANCIAL LLC
May 2019 – present
LPL FINANCIAL LLC
Apr 2019 – present
CUNA BROKERAGE SERVICES, INC.
Jun 2011 – Jan 2019
WAVERLY, IA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 66
Registration record
First registered · June 30, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CUNA BROKERAGE SERVICES, INC.
CRD 13941 · SEC 801-60099
AUM
$5.8B
Regulatory assets under management
Employees
716
20,233 client accounts
Services offered by CUNA BROKERAGE SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CUNA BROKERAGE SERVICES, INC. →
Introduction

Speak with David Matthew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David Matthew is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WAVERLY?

Browse all registered financial advisors in WAVERLY, Iowa or claim this profile if it's yours.

Browse WAVERLY AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does David Matthew Foster offer?
David Matthew Foster specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WAVERLY, Iowa for a consultation.
What are David Matthew Foster's credentials?
David Matthew Foster is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Matthew Foster located?
David Matthew Foster is based in WAVERLY, Iowa, working with CUNA BROKERAGE SERVICES, INC.. Their office serves clients in the WAVERLY metropolitan area and surrounding communities.
How does David Matthew Foster charge for services?
David Matthew Foster's firm is compensated through percentage of aum, hourly charges, other: financial planning and retainer fees, exp. reimb., rev. sharing. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CUNA BROKERAGE SERVICES, INC.?
CUNA BROKERAGE SERVICES, INC. has approximately 716 employees and manages $5.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CUNA BROKERAGE SERVICES, INC.

Kevin Robert Cummer
WAVERLY, IA
Martin Kennedy Powell
WAVERLY, IA
Michael Jeffrey Bosco
WAVERLY, IA
Michael Todd Defnet
WAVERLY, IA
Timothy Sullivan Halevan
WAVERLY, IA
Jenny Marie Brock
WAVERLY, IA

More Advisors in WAVERLY, Iowa

Michelle Nicole Niemec
CUNA BROKERAGE SERVICES, INC.·WAVERLY, IA
Stacie Lynn Brass
ACCEL WEALTH MANAGEMENT LLC·WAVERLY, IA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Iowa
WEST DES MOINES (96)DES MOINES (87)CEDAR RAPIDS (60)DUBUQUE (46)FAIRFIELD (27)DAVENPORT (26)URBANDALE (12)WATERLOO (10)CLIVE (9)AMES (8)
City Guides
WEST DES MOINES GuideDES MOINES GuideCEDAR RAPIDS GuideDUBUQUE GuideFAIRFIELD Guide
Research
Advisor Fees in IowaNational Fee Analysis
Request removal of this profile