CUNA Brokerage Services Inc
Legal Name: CUNA BROKERAGE SERVICES, INC.
Full Contact Details
CUNA Brokerage Services Inc
2000 HERITAGE WAY, WAVERLY, IA
319-352-4090
608-236-8023
Other Info
CUNA Brokerage Services Inc, a legal entity registered in the state of Wisconsin, is an advisory firm with 557 employees out of a total of 734. They provide services to a limited number of six clients while being regulated and approved by the U.S. Securities and Exchange Commission, with registration dating back to April 2001.
Welcome to My Account Overview
TruStage policyowners can use My Account to quickly and easily manage their insurance policy online, any time, with a safe and secure login.
Investor Connection - Home
800.369.2862 Check the background of this investment professional on FINRA's BrokerCheck. For information on the services we offer, please see our Form CRS. Skip to main content Home Financial Professional Financial Strategy Insurance Strategy Alternatives to help protect those you love. Learn More …
Direct Owners
-
CUNA MUTUAL INVESTMENT CORPORATION
OWNER owns 75% or more
-
DAVID LAWRENCE SWEITZER
DIRECTOR owns less than 5%
-
JENNY MARIE BROCK
TREASURER owns less than 5%
-
JOHN JR. LANDERS
CHIEF COMPLIANCE OFFICER owns less than 5%
-
MICHAEL FRANK ANDERSON
DIRECTOR owns less than 5%
-
MICHAEL TODD DEFNET
DIRECTOR owns less than 5%
-
PAUL DAMIEN BARBATO
SECRETARY, DIRECTOR owns less than 5%
-
ROBERT JAMES COMFORT
PRESIDENT owns less than 5%
-
ROSS DRECHSEL HANSEN
VICE PRESDENT, ASSOCIATE GENERAL COUNSEL owns less than 5%
-
WILLIAM A KARLS
DIRECTOR owns less than 5%
Indirect Owners
-
CMFG LIFE INSURANCE COMPANY
100% OWNER CMIC owns 75% or more