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 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
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
1 of 1
Melissa Haberstich
Chief Compliance OfficerCRD 4190838
Contacts
3 of 166
Karen Kuhlmann
Regional Sales AssociateCRD 5240622
Zachary Vasbinder
Home Office AssociateCRD 5305072

Marshall Heitzman
Advanced Planning ConsultantCRD 4337460
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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