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Michael Frank Anderson

CUNA BROKERAGE SERVICES, INC.·WAVERLY, Iowa
CUNA BROKERAGE SERVICES, INC.
2000 HERITAGE WAY, WAVERLY, IA 50677CRD# 6607015Firm CRD# 13941

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Frank Anderson · WAVERLY, IA
Registration
CRD #6607015 · CUNA BROKERAGE SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Michael Frank Anderson is a registered financial advisor based in WAVERLY, Iowa, affiliated with CUNA BROKERAGE SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CUNA BROKERAGE SERVICES, INC.
CUNA BROKERAGE SERVICES, INC.
AUM
$5.8B
Regulatory assets under management
Employees
716
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: FINANCIAL PLANNING AND RETAINER FEES, EXP. REIMB., REV. SHARING
Regulatory
SEC/IARD CRD# 6607015
Firm CRD# 13941
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Frank Anderson offer?
Michael Frank Anderson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WAVERLY, Iowa for a consultation.
What are Michael Frank Anderson's credentials?
Michael Frank Anderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Frank Anderson located?
Michael Frank Anderson 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 Michael Frank Anderson charge for services?
Michael Frank Anderson'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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