CUNA BROKERAGE SERVICES, INC.

WAVERLY, IA

319-352-4090

SEC #801-60099

Total AUM

$5.8B

Employees

716

Clients

16,282

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

2000 HERITAGE WAY
WAVERLY
IA 50677
United States

Operating Hours

8:00 AM TO 5:00 PM
Monday - Friday

Phone

319-352-4090

Other Offices

253

Financials

Total AUM

$5.8B

Accounts

20,233

Discretionary

$24.3M

Accounts

121

Non-Discretionary

$5.8B

Accounts

20,112

Clients

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Individual Clients

13,999

AUM

$2.7B

HNW Individual Clients

2,093

AUM

$1.4B

Pension/Profit Sharing Plan Clients

AUM

$64.6M

Charitable Organization Clients

AUM

$13.2M

Corporation or Business Clients

152

AUM

$1.6B

Services

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Services Offered

Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management

Compensation Types

Charges Hourly FeeCharges Other FeeCharges Percentage AUM

Other Compensation

FINANCIAL PLANNING AND RETAINER FEES, EXP. REIMB., REV. SHARING

Compliance

Disclosures

SRO Rule Violation

State Registrations

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Affiliates

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Affiliates

Reported 3 business affiliates.

Claimed Affiliates

Reported as an affiliate by 0 other businesses.