Cuna Brokerage Services, Inc.

Broker-DealerFINRA MemberEst. 1983
Total AUM
Advisory reps
168
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 corporate brokerage entity that has been SEC-registered since 1983. The firm is identified as a domestic organization with individual ownership characteristics and is classified in the dataset as "Unclassified." It does not report acting as a capital allocator, and the record flags it as not being an active ESG investor, not a multi-state adviser (per the dataset), not a pension consultant, and not a related or newly formed adviser. The available profile focuses on the firm’s product mix and intermediary role rather than on advisory mandates or fee schedules; specific business lines, client segments, and fee arrangements were not provided in the source data.

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 167
  • 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 164 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth