Question 1

What services does Nanette Lee Strennen offer?

Accepted Answer

Nanette Lee Strennen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WAVERLY, Iowa for a consultation.

Question 2

What are Nanette Lee Strennen's credentials?

Accepted Answer

Nanette Lee Strennen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Question 3

Where is Nanette Lee Strennen located?

Accepted Answer

Nanette Lee Strennen 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 Nanette Lee Strennen charge for services?

Accepted Answer

Nanette Lee Strennen'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.

Nanette Lee Strennen

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