Tracy Aalvik, financial advisor Longview WA

Tracy Aalvik

CRD Number: 2881176
Current Firm: Cuna Brokerage Services, Inc.

Tracy Aalvik (CRD# 2881176) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Longview, WA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Cuna Mutual Group Waverly, IA Oct 2015 - Current 4
Cuna Brokerage Services, Inc. Waverly, IA Oct 2015 - Current 4
J.p. Morgan Securities LLC Longview, WA Oct 2012 - Oct 2015 3
Chase Investment Services Corp Longview, WA Nov 2010 - Oct 2012 1
U.s. Bancorp Investments, Inc. Longview, WA Nov 2005 - Nov 2010 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Tracy H. Aalvik
Phone Number: 319-352-4090
Registered State(s):
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    2,246
    MILLIONS
  • Total Number of Accounts
    7,426
    ACCOUNTS
  • Average Account Value
    $302,505
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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