CUNA BROKERAGE SERVICES, INC.

Broker-DealerFINRA MemberEst. 1983
Total AUM
Advisory reps
169
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 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

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

2 of 2
  • MELISSA HABERSTICH

    Chief Compliance OfficerCRD 4190838

  • RHONDA EURICH

    Regional CoordinatorCRD 6172280

Contacts

3 of 167
  • JUAN DIAZ

    Home Office AssociateCRD 5957137

  • SEAN MAYO

    Regional Vice PresidentCRD 5918995

  • ANDREA WEIGAND

    Registered RepresentativeCRD 3067034

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth