Cuna Brokerage Services, Inc.

Broker-DealerFINRA MemberEst. 1983
Total AUM
Advisory reps
170
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 organized as a corporation and has been registered with the SEC since 1983. The firm is classified in the snapshot as an unclassified domestic entity and is not identified as a capital allocator. The record flags that the firm does not self-identify as an active ESG investor and is not designated as a multi-state adviser. Owner type is listed as a domestic entity/individual. Several typical fields (client base, fee structure, stated business or advisory activities) are not provided in the snapshot.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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 169
  • Juan Diaz

    Juan Diaz

    Home Office AssociateCRD 5957137

  • Sean Mayo

    Sean Mayo

    Regional Vice PresidentCRD 5918995

  • Andrea Weigand

    Andrea Weigand

    Registered RepresentativeCRD 3067034

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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