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 41 - 50 of 700 top financial advisors.
41
Christine E. Belair
CRD#: 5195153
345 Main Street, Tewksbury, MA 01876

Christine Belair (CRD# 5195153) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Tewksbury, MA and has over 13 years of experience in the finance industry. Christine Belair 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.

42
Bekka Benjamin
CRD#: 6985742
1005 Douglas Pike, Smithfield, RI 02917

Bekka Benjamin (CRD# 6985742) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Smithfield, RI and has 1 year of experience in the finance industry.

43
Brooks C. Berardi
CRD#: 5216860
Oregon City, OR

Brooks Berardi (CRD# 5216860) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Oregon City, OR and has over 11 years of experience in the finance industry.

44
Peter J. Berridge
CRD#: 4258633
12415 Converse Rd, Live Oak, TX 78233

Peter Berridge (CRD# 4258633) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Live Oak, TX and has over 19 years of experience in the finance industry.

45
Todd A. Bertsch
CRD#: 4277562
3002 N. River Road, Fort Gratiot, MI 48059

Todd Bertsch (CRD# 4277562) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Fort Gratiot, MI and has over 19 years of experience in the finance industry.

46
Franco A. Biasi
CRD#: 4034491
4014 Gunn Hwy Ste 140, Tampa, FL 33618

Franco Biasi (CRD# 4034491) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Tampa, FL and has over 19 years of experience in the finance industry.

47
Marcella D. Biermann
CRD#: 2948729
2000 Heritage Way, Waverly, IA 50677

Marcella Biermann (CRD# 2948729) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Waverly, IA and has over 22 years of experience in the finance industry.

48
David J. Billingsley
CRD#: 2072080
5427 Glenside Drive, Richmond, VA 23228

David Billingsley (CRD# 2072080) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Richmond, VA and has over 29 years of experience in the finance industry.

49
Thomas R. Binversie
CRD#: 4476363
905 S Taylor Dr, Sheboygan, WI 53081

Thomas Binversie (CRD# 4476363) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Sheboygan, WI and has over 18 years of experience in the finance industry.

50
James D. Bird
CRD#: 1951997
630 32nd Street Se, Grand Rapids, MI 49548

James Bird (CRD# 1951997) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Grand Rapids, MI and has over 30 years of experience in the finance industry.

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