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Kevin Robert Cummer

CUNA BROKERAGE SERVICES, INC.·WAVERLY, Iowa
Series 28Clean recordCUNA BROKERAGE SERVICES, INC.
2000 HERITAGE WAY, WAVERLY, IA 50677CRD# 5634241Firm CRD# 13941

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Robert Cummer · WAVERLY, IA
Registration
CRD #5634241 · CUNA BROKERAGE SERVICES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 28
02

Disclosure History

Clean record · no disclosure events on file

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

03

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. →
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Frequently Asked Questions

What services does Kevin Robert Cummer offer?
Kevin Robert Cummer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WAVERLY, Iowa for a consultation.
What are Kevin Robert Cummer's credentials?
Kevin Robert Cummer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Robert Cummer located?
Kevin Robert Cummer 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 Kevin Robert Cummer charge for services?
Kevin Robert Cummer'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.
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Other Advisors at CUNA BROKERAGE SERVICES, INC.

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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

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