Cuna Brokerage Services, Inc.

Cuna Brokerage Services, Inc. (CRD# 13941) is a financial advisory firm headquartered in Waverly, IA. They manage $2,246,403,741 in 7,426 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,246
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Cuna Brokerage Services, Inc.
Showing 1 - 10 of 614 top financial advisors.
1
Tracy H. Aalvik
CRD#: 2881176
Longview, WA 98632

Tracy Aalvik (CRD# 2881176) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Longview, WA and has over 20 years of experience in the finance industry.

2
Elizabeth A. Abben
CRD#: 5315912
Waverly, IA 50677

Elizabeth Abben (CRD# 5315912) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Waverly, IA and has over 6 years of experience in the finance industry.

3
Stephen Abbott
CRD#: 1538140
South Setauket, NY 11720

Stephen Abbott (CRD# 1538140) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in South Setauket, NY and has over 26 years of experience in the finance industry.

4
Melissa A. Acher
CRD#: 4121340
West Lafayette, IN 47906

Melissa Acher (CRD# 4121340) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in West Lafayette, IN and has over 19 years of experience in the finance industry.

5
William D. Adams
CRD#: 5110264
Oakwood, GA 30566

William Adams (CRD# 5110264) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Oakwood, GA and has over 13 years of experience in the finance industry.

6
Carol S. Aderman
CRD#: 4510590
Freeport, ME 04032

Carol Aderman (CRD# 4510590) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Freeport, ME and has over 17 years of experience in the finance industry. Carol Aderman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Terry L. Agius
CRD#: 1452697
Santa Ana, CA 92706

Terry Agius (CRD# 1452697) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Santa Ana, CA and has over 29 years of experience in the finance industry.

8
Ernesto Aguilar
CRD#: 4936290
San Antonio, TX 78213

Ernesto Aguilar (CRD# 4936290) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in San Antonio, TX and has over 11 years of experience in the finance industry.

9
Tom Aguilera
CRD#: 4212310
Placentia, CA 92870

Tom Aguilera (CRD# 4212310) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Placentia, CA and has over 19 years of experience in the finance industry.

10
Michael J. Albert
CRD#: 2400192
Cedar Rapids, IA 52402

Michael Albert (CRD# 2400192) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Cedar Rapids, IA and has over 25 years of experience in the finance industry.

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