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 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
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 169
Juan Diaz
Home Office AssociateCRD 5957137

Sean Mayo
Regional Vice PresidentCRD 5918995

Andrea Weigand
Registered RepresentativeCRD 3067034
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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