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Michael Todd Defnet

CUNA BROKERAGE SERVICES, INC.·WAVERLY, Iowa
SIE, Series 7, Series 24, Series 63CUNA BROKERAGE SERVICES, INC.
2000 HERITAGE WAY, WAVERLY, IA 50677CRD# 2163921Firm CRD# 13941

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Todd Defnet · WAVERLY, IA
Registration
CRD #2163921 · CUNA BROKERAGE SERVICES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

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. →
Introduction

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04

Frequently Asked Questions

What services does Michael Todd Defnet offer?
Michael Todd Defnet specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WAVERLY, Iowa for a consultation.
What are Michael Todd Defnet's credentials?
Michael Todd Defnet is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Todd Defnet located?
Michael Todd Defnet 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 Todd Defnet charge for services?
Michael Todd Defnet'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
Kevin Robert Cummer
WAVERLY, IA
Martin Kennedy Powell
WAVERLY, IA
Michael Jeffrey Bosco
WAVERLY, IA
Timothy Sullivan Halevan
WAVERLY, IA
Jenny Marie Brock
WAVERLY, IA

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