Question 1

What services does Martin Kennedy Powell offer?

Accepted Answer

Martin Kennedy Powell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WAVERLY, Iowa for a consultation.

Question 2

What are Martin Kennedy Powell's credentials?

Accepted Answer

Martin Kennedy Powell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Question 3

Where is Martin Kennedy Powell located?

Accepted Answer

Martin Kennedy Powell is based in WAVERLY, Iowa, working with CUNA BROKERAGE SERVICES, INC.. Their office serves clients in the WAVERLY metropolitan area and surrounding communities.

Question 4

How does Martin Kennedy Powell charge for services?

Accepted Answer

Martin Kennedy Powell'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.

Question 5

How large is CUNA BROKERAGE SERVICES, INC.?

Accepted Answer

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.

Martin Kennedy Powell

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