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 31 - 40 of 700 top financial advisors.
31
Troy M. Barta
CRD#: 2629981
5825 Xerxes Ave N, Brooklyn Center, MN 55430

Troy Barta (CRD# 2629981) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Brooklyn Center, MN and has over 24 years of experience in the finance industry. Troy Barta 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.

32
Ryan R. Batey
CRD#: 5516006
4343 Utica Ridge Road, Bettendorf, IA 52722

Ryan Batey (CRD# 5516006) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Bettendorf, IA and has over 11 years of experience in the finance industry.

33
Daniel T. Battcher
CRD#: 1821394
574 Prairie Center Dr, Ste 100, Eden Prairie, MN 55344

Daniel Battcher (CRD# 1821394) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Eden Prairie, MN and has over 31 years of experience in the finance industry.

34
Gerran J. Batterberry
CRD#: 2559673
1075 Tri State Pkwy Ste 850, Gurnee, IL 60031

Gerran Batterberry (CRD# 2559673) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Gurnee, IL and has over 16 years of experience in the finance industry.

35
Bruce J. Bauer
CRD#: 1210726
Scottsdale, AZ

Bruce Bauer (CRD# 1210726) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Scottsdale, AZ and has over 33 years of experience in the finance industry.

36
Sean W. Bayer
CRD#: 6503780
5910 Mineral Point Rd, Madison, WI 53705

Sean Bayer (CRD# 6503780) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Madison, WI and has over 4 years of experience in the finance industry.

37
Dennis J. Beaulieu
CRD#: 2401261
1301 Highland Ave, Clarkston, WA 99403

Dennis Beaulieu (CRD# 2401261) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Clarkston, WA and has over 26 years of experience in the finance industry.

38
Ladonna L. Beaumont
CRD#: 2642718
201north Mullan Rd, Spokane Valley, WA 99206

Ladonna Beaumont (CRD# 2642718) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Spokane Valley, WA and has over 21 years of experience in the finance industry.

39
Saloma A. Bechara
CRD#: 5167643
7940 Jones Branch Drive, 1st Floor, Mclean, VA 22102

Saloma Bechara (CRD# 5167643) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Mclean, VA and has over 13 years of experience in the finance industry.

40
Michael W. Beck
CRD#: 2746928
200 Mcgregor St, Manchester, NH 03102

Michael Beck (CRD# 2746928) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Manchester, NH and has over 23 years of experience in the finance industry. Michael Beck 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.

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