CUNA BROKERAGE SERVICES, INC.
Firm details
- Headquarters
- WAVERLY, Iowa
- CRD number
- 13941
- Registered since
- August 8, 1983
- Website
- www.cunamutual.com
Firm profile
FINTRXOverview
Cuna Brokerage Services, Inc. is organized as a corporation and has been SEC-registered since 1983. The snapshot characterizes the owner type as a domestic entity/individual and lists the firm’s regulatory classification as unclassified. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, and is not described as a multi-state adviser, pension consultant, or related adviser in the provided data. The firm did not supply further detail about its specific business or advisory activities in the dataset.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities42%
- Investment Grade Corp Bonds29%
- Public Funds/Mutual Funds22%
- Sovereign Bonds3%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2MELISSA HABERSTICH
Chief Compliance OfficerCRD 4190838
RHONDA EURICH
Regional CoordinatorCRD 6172280
Contacts
3 of 167JUAN DIAZ
Home Office AssociateCRD 5957137
SEAN MAYO
Regional Vice PresidentCRD 5918995
ANDREA WEIGAND
Registered RepresentativeCRD 3067034
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WAVERLY, IA
BREMER
Location
WAVERLY, IA
Headquartered in WAVERLY, IA, in the Midwest of the United States.
- Region
- Midwest
- County
- BREMER
- Address
- 2000 Heritage Way
- Time zone
- CT (UTC-6)
- Office locations
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