Cuna Brokerage Services, Inc.

Broker-DealerFINRA MemberEst. 1983
Total AUM
Advisory reps
171
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 corporation registered with the SEC since 1983 that operates as a non–capital-allocating brokerage/advisory entity. The available data does not list a client segmentation or a detailed advisory/product roster, but the firm is identified as a corporate broker-dealer-style entity rather than an active asset allocator. The record flags that Cuna Brokerage Services is not an active ESG investor, not designated as a multi-state adviser in the dataset, and not a pension consultant or related adviser.

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

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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

2 of 2
  • Melissa Haberstich

    Melissa Haberstich

    Chief Compliance OfficerCRD 4190838

  • Rhonda Eurich

    Rhonda Eurich

    Regional CoordinatorCRD 6172280

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

Unlock 166 more contacts

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