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 with domestic and individual ownership. FINTRX classifies the firm as Unclassified and indicates it does not act as a capital allocator. The dataset also flags that the firm is not an active ESG investor, is not a multi-state adviser, is not newly formed, and does not serve as a pension consultant or related adviser.
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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