Cuna Brokerage Services, Inc.

Broker-DealerFINRA MemberEst. 1983
Total AUM
—
Advisory reps
167
Avg account
$0

Firm details

Headquarters
Waverly, Iowa
CRD number
13941
Registered since
August 8, 1983

Firm profile

FINTRX

Overview

Cuna Brokerage Services, Inc. is a corporation registered with the SEC since 1983. The firm is classified as an unclassified entity in the data provided and is listed as owned by a domestic entity and an individual. The dataset flags the firm as not acting as a capital allocator and not identifying as an active ESG investor. It is not characterized as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser in the source information. The input does not include detail on fee schedules, specific business lines, or advisory activities, so the profile focuses on the structural and regulatory attributes reported above.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 42%, Investment Grade Corp Bonds 29%, Public Funds/Mutual Funds 22%, Sovereign Bonds 3%, Cash & Cash Equivalents 3%, State & Local Bonds 1%42%
  • Exchange Traded Equities42%
  • Investment Grade Corp Bonds29%
  • Public Funds/Mutual Funds22%
  • Sovereign Bonds3%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • Melissa Haberstich

    Melissa Haberstich

    Chief Compliance OfficerCRD 4190838

Contacts

3 of 166
  • Karen Kuhlmann

    Karen Kuhlmann

    Regional Sales AssociateCRD 5240622

  • Zachary Vasbinder

    Zachary Vasbinder

    Home Office AssociateCRD 5305072

  • Marshall Heitzman

    Marshall Heitzman

    Advanced Planning ConsultantCRD 4337460

Unlock 163 more contacts →

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth