CUNA BROKERAGE SERVICES, INC.

WAVERLY, Iowa·22 registered advisors·CRD# 13941
SEC# 801-60099253319-352-4090
01

Firm Overview

AUM
$5.8B
Regulatory assets under management
Employees
716
Total firm employees
Advisors
22
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Other: FINANCIAL PLANNING AND RETAINER FEES, EXP. REIMB., REV. SHARING
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CUNA BROKERAGE SERVICES, INC.

22 registered advisors
Abigail Rodriguez
WAVERLY, Iowa
Alastair C Shore
WAVERLY, Iowa
Angela Kari Campbell
WAVERLY, Iowa
Christopher Judd Copeland
WAVERLY, Iowa
David Kent Tomar
WAVERLY, Iowa
David Lawrence Sweitzer
WAVERLY, Iowa
David Matthew Foster
WAVERLY, Iowa
James Harold Metz
WAVERLY, Iowa
Jason Alan Pisarik
WAVERLY, Iowa
Jenny Marie Brock
WAVERLY, Iowa
Kevin Robert Cummer
WAVERLY, Iowa
Martin Kennedy Powell
WAVERLY, Iowa
Michael Frank Anderson
WAVERLY, Iowa
Michael Jeffrey Bosco
WAVERLY, Iowa
Michael Todd Defnet
WAVERLY, Iowa
Michelle Nicole Niemec
WAVERLY, Iowa
Nanette Lee Strennen
WAVERLY, Iowa
Richard R Roy
WAVERLY, Iowa
Ross Drechsel Hansen
WAVERLY, Iowa
Steven Richard Suleski
WAVERLY, Iowa
Timothy Sullivan Halevan
WAVERLY, Iowa
William Anton Karls
WAVERLY, Iowa
05

Office Locations

WAVERLY, Iowa
22 advisors

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Data sourced from SEC Form ADV filings. CUNA BROKERAGE SERVICES, INC. (CRD# 13941) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.