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 21 - 30 of 700 top financial advisors.
21
James D. Armer
CRD#: 5546609
5201 Antequera Rd Nw0, Albuquerque, NM 87120

James Armer (CRD# 5546609) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Albuquerque, NM and has over 11 years of experience in the finance industry.

22
Justy A. Armijo
CRD#: 2551789
1601 Rio Rancho Blvd Se, Rio Rancho, NM 87124

Justy Armijo (CRD# 2551789) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Rio Rancho, NM and has over 25 years of experience in the finance industry.

23
Robin D. Arnold
CRD#: 1108355
500 Bush River Rd, Columbia, SC 29210

Robin Arnold (CRD# 1108355) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Columbia, SC and has over 37 years of experience in the finance industry. Robin Arnold 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.

24
Brian A. Arrow
CRD#: 5059961
25 Jacksonville Rd, Warminster, PA 18974

Brian Arrow (CRD# 5059961) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Warminster, PA and has over 13 years of experience in the finance industry.

25
Marlon K. Awuma
CRD#: 5926598
3097 Sw College Road, Ocala, FL 34474

Marlon Awuma (CRD# 5926598) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Ocala, FL and has over 8 years of experience in the finance industry. Marlon Awuma 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.

26
Christian R. Baehr
CRD#: 5658545
15222 Del Amo Ave, Tustin, CA 92780

Christian Baehr (CRD# 5658545) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Tustin, CA and has over 10 years of experience in the finance industry.

27
Rafael Balderrabano
CRD#: 5411122
13533 University Blvd, Suite 400, Sugar Land, TX 77479

Rafael Balderrabano (CRD# 5411122) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Sugar Land, TX and has over 12 years of experience in the finance industry.

28
Jeffrey M. Baldigo
CRD#: 6450526
1400 E. Erie Blvd., Syracuse, NY 13110

Jeffrey Baldigo (CRD# 6450526) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Syracuse, NY and has over 4 years of experience in the finance industry.

29
Steven M. Bandy
CRD#: 5294193
723 6th Ave, Antigo, WI 54409

Steven Bandy (CRD# 5294193) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Antigo, WI and has over 4 years of experience in the finance industry.

30
Carolyn D. Bare
CRD#: 5499563
4315 Metro Pkwy Ste 150, Fort Myers, FL 33916

Carolyn Bare (CRD# 5499563) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Fort Myers, FL and has over 11 years of experience in the finance industry.

PREV ... 1 2 3 4 5 6 7 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.