Unclaimed Profile

Timothy Sullivan Halevan

CUNA BROKERAGE SERVICES, INC.·WAVERLY, Iowa

SIE, Series 7, Series 24, Series 63, Series 65Clean record19 years registeredCUNA BROKERAGE SERVICES, INC.

2000 HERITAGE WAY, WAVERLY, IA 50677CRD# 2288721Firm CRD# 13941

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Sullivan Halevan · WAVERLY, IA

Registration

CRD #2288721 · CUNA BROKERAGE SERVICES, INC. · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CUNA BROKERAGE SERVICES, INC.

CUNA BROKERAGE SERVICES, INC.

Jul 2015 – Sep 2018

WAVERLY, IA

CUNA BROKERAGE SERVICES, INC.

Mar 2007 – Jun 2015

WAVERLY, IA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · March 1, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

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

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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Frequently Asked Questions

What services does Timothy Sullivan Halevan offer?

Timothy Sullivan Halevan specializes in Financial Planning, Investment Management, Wealth Management.

What are Timothy Sullivan Halevan's credentials?

Timothy Sullivan Halevan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Sullivan Halevan located?

Timothy Sullivan Halevan is based in WAVERLY, Iowa, last registered with CUNA BROKERAGE SERVICES, INC..

How does Timothy Sullivan Halevan charge for services?

Timothy Sullivan Halevan'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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