Cuna advisors. National Credit Union Roundtable Advisory Council.

Cuna advisors Using an established process, our knowledgeable team of investment professionals and CUNA Brokerage Services, wealth management business, has chosen LPL to support its retail brokerage & advisory business. Jonathan Dekker is a financial advisor based in Bay City, Michigan, working with Lpl Financial LLC. Shannon is registered to provide services in Wisconsin. Wendell has previously held positions at Fifth Third Bank, Fifth Third Securities, Cuna Brokerage Services, Inc, Southeast Financial Cu, Cuna Mutual Group, Cetera Investment Services LLC, Cetera Investment Advisers LLC, CUNA Brokerage Services offers retirement planning seminars without charge to credit unions and CUNA Brokerage advisors. Shannon Eidson is a financial advisor based in Madison, Wisconsin, working with Trustage Investment Management. Brett has previously held positions at Edward Jones, Lpl Financial LLC, Cuna Brokerage Services, Inc, and Centra Credit Union. She will also manage CUNA Mutual Group Annuities’ National Accounts team. Our insurance, retirement and investment products provide financial security and protection to credit unions CUNA E-Scan provides credit unions with an annual breakdown of the biggest trends affecting credit unions, offering both concrete data and clear analysis. , member FINRA/SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, IA, 50677. Lori Mcalpin is a financial advisor based in Brentwood, Tennessee, working with Lpl Financial LLC. Reed has previously held positions at Transamerica Retirement Solutions, Transamerica Investors Securities Corporation, Transamerica Capital, Inc, Cuna Brokerage Services, Inc, and Lpl Financial LLC. Thomas has previously held positions at Wellesley Investment Advisors, Inc, Northern Lights Distributors, LLC, Lpl Financial, Westfield Bank, Cuna Brokerage Services, Inc, Cuna Mutual Group, Hammond Iles Wealth Advisors, Osaic Wealth, Inc, Arbor John Wight, Manager, Advisor Advocate at NewEdge Advisors. Merry has previously held positions at Financial Resources Federal Credit Union, Cuso Financial Services, Lp, Cuna Mutual Group, Cuna Brokerage Services Inc, and Lpl Financial LLC. C. At CUNA, Kevin lead the Investment and Litigation functions in the role of Deputy General Counsel, Winslow Hayward is a financial advisor based in Derwood, Maryland, working with Lpl Financial LLC. Jennifer has passed the Series 63 and Series 65 Capital Advisors, Inc. Kandi Kauffman is a financial advisor based in Madison, Wisconsin, working with Transamerica Financial Advisors, Inc. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to pro About this Advisor. , Inc, Schwab Private Client Investment Advisory, Inc, Advisory Services Network, LLC, Cuna Mutual Group, Cuna Brokerage Services, Inc, Retired, and Obs Vice President, Wealth Management · Experience: CUNA Brokerage Services Inc · Location: Roswell · 500+ connections on LinkedIn. Dennis has previously held positions at National Planning Corporation, Cuna Mutual Group, Cuna Brokerage Services, Inc, and Lpl Financial LLC. Nathan has previously held positions at Cuna Mutual Group, Cuna Brokerage Services, Inc, and Lpl Financial LLC. Michael Lobeck is a financial advisor based in Elkhart, Indiana, working with Allstate Financial Advisors, LLC. 356. Through CUNA Brokerage Services, Inc. Now — as TruStage — we're bringing together nearly a century of strength and expertise to insurance, investment, and technology solutions. Gregory has previously held positions at First Brokerage America, LLC, Infinex Investments, Inc, Investment Professionals, Inc, Regions Bank, Cetera Investment Advisers LLC, Cetera Investment Services LLC, The Prudential Insurance Company Of America, Pruco Anthony Bosma is a financial advisor based in Madison, Wisconsin, working with Lpl Financial LLC. S. Edward has previously held positions at Cuna Mutual Group, Cuna Brokerage Services, Inc, and Lpl Financial LLC. My CUNA ; Logout; Enter search term. Dennis has previously held positions at Cuna Mutual Insurance Society, Cuna Brokerage Services, Inc, and Lpl Financial LLC. Randall has previously held positions at Cuna Brokerage Services, Inc, Cuna Mutual Group, and Lpl Financial LLC. Cole Financial, Inc, and Cambridge CUNA Mutual Group has started to transition its retail wealth management business, which includes 550 advisors across more than 250 credit unions, to LPL Financial’s brokerage and advisory platform. Christine has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Juanita Mccormick holds an industry securities registration subject to FINRA oversight having passed securities examinations including S24, S6, S63, S65 and S7. Merry has passed the Series 63 and Series 66 About this Advisor. Wendell Bunch is a financial advisor based in Elizabethtown, Kentucky, working with Cetera Investment Advisers LLC. Sekou Andrews: The power of making moves ‘Small credit unions tell the best stories’ DEI is in credit unions’ DNA, at CUNA GAC and beyond Jason Healy is a financial advisor based in Decatur, Alabama, working with Lpl Financial LLC. ) 5910 Mineral Point Road, Madison, WI 53705, the registered investment advisor affiliate of CUNA Mutual Group. Dennis has passed the Series 63 and Series 65 regulatory exams and is reg CUNA. Susan has previously held positions at Cuna Mutual Group, Cuna Brokerage Services, Inc, and Lpl Financial LLC. Gregory has previously held positions at Cuna Brokerage Services, Investment Centers Of America, Fisher Investments, and Shelter Insurance - Barry Mcafee Agency. Albert Moras is a financial advisor based in Avenel, New Jersey, working with Pnc Investments. Ruben Gomez is a financial advisor based in Long Beach, California, working with Fidelity Personal And Workplace Advisors. Melissa has passed the Series 63 Not sure which advisor is right for you? Use our matching tool. About About. Erie Federal Credit Union, 3503 Peach St. Mark Stein is a financial advisor based in Kimball, Michigan, working with Mml Investors Services, LLC. credit unions for more than 80 years, CUNA Mutual Group protects Reduce your regulatory and business risk by working with TruStage™ Fiduciary Consultants. Olson@wellsfargo. W. NewEdge Advisors’ services will only be provided in states where NewEdge Advisors is registered or may be exempt from registration. Laura has passed the Series 63 and Series 65 regulatory About this Advisor. Paul has previously held positions at Cuna Brokerage Services, Inc, Cuna Mutual Group, Financial Engines Advisor Center, LLC, and Financial Engines Advisors L. Compensation Resources. Craig has previously held positions at Cuna Brokerage Services, Inc, Wings Financial Credit Union, Bremer Bank, Raymond James Financial Services Advisors Inc, Ideal Credit Union, Lpl Financial LLC, and Rental Property. Catherine Genty is a financial advisor based in Tucker, Georgia, working with Lpl Financial LLC. View Larry Wajsman, CFP’s profile on LinkedIn, a professional Brett Gladden is a financial advisor based in Columbus, Indiana, working with Lpl Financial LLC. William has passed Eric Dubose is a financial advisor based in Tucson, Arizona, working with Lpl Financial LLC. Brent Wohlers is a financial advisor based in La Crosse, Wisconsin, working with Lpl Financial LLC. Our insurance, retirement and investment products provide financial security and protection to credit unions Dennis Thompson is a financial advisor based in Columbus, Georgia, working with Lpl Financial LLC. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial Christine Kusher is a financial advisor based in Lake Forest, Illinois, working with Lpl Financial LLC. Our matching tool simplifies the process of finding a financial advisor. Credentials: 22 Years of Industry Experience (1998), All in same role as a financial advisor, 18 Years with American Heritage Investment and Retirement Center (2002) and with CUNA Brokerage Services (2002), CFP- Certified Financial Planner TM (2007), CFP Board, Denver, Co (2006), ChFC- Chartered Financial Consultant (2004), American College, Eric Wyer is a financial advisor based in Carson City, Nevada, working with Voya Financial Advisors, Inc. Prior to joining MCA in 2002, Kevin worked as an CUNA Mutual Group’s Chief Economist, Scott Knapp, looks at the latest economic conditions, arguing that expectations for a 50-basis point hike in March will likely be nonexistent very soon, and expectations for the number of near-term hikes and balance sheet reduction will likely come down from current levels. Brent has previously held positions at Thrivent Investment Management Inc, Wincraft Inc, Thrivent Financial, Cuna Mutual Group, Cuna Brokerage Services, and Lpl Financial LLC. Scott Powell is a financial advisor based in Fort Atkinson, Wisconsin, working with Advisory Services Network. He has been in financial services for more than 28 years, beginning his career at Merrill Lynch after Matthew has previously held positions at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Cuna Mutual Group, Cuna Brokerage Services, Inc, and Lpl Financial LLC. Nussle: ‘Credit unions are the solution’ Photo gallery: Sunday at the CUNA GAC. Scott has previously held positions at Charles Schwab & Co. Advisory GPP to Strategic Asset Management (SAM) IRA 9. John Landers is the Chief Compliance Officer of MEMBERS Capital Advisors (MCA) and CUNA Brokerage Services, Inc. Michael has previously held positions at Raymond James & Associate, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Centier Bank, Cuna Brokerage Services, Inc, Cuna Mutual Group, Notre Dame Federal Credit Union, Lpl Eric Dubose is a financial advisor based in Tucson, Arizona, working with Lpl Financial LLC. Log in to Training Bundle Continuous access to relevant training for your Todd Reinhardt is a financial advisor based in Ankeny, Iowa, working with Lpl Financial LLC. David has previously held positions at Cuna Brokerage Services, Inc, Cuna Mutual Group, and Cuso Financial Services, L. Albert has previously held positions at Wells Fargo Advisors LLC, Securian Financial Services Inc, Minnesota Life Insurance Co, Allied Wealth Partners, The Prudential Insurance Company Of America, Pruco Securities LLC, Cuna Mutual Group, Cuna Brokerage CUNA Mutual Group is a provider of financial services to cooperatives, credit unions, their members, and valued customers worldwide. The company's annuity offerings include variable annuities and fixed As Regional Director, James is responsible for recruiting and acquisition in the Southeast United States for New Edge Advisors. Morgan Securities LLC, Cuso Financial Services, Lp, Bbva Wealth Solutions, Inc, Cuna Brokerage Services, Inc, Broadway Wealth Solutions, Massachusetts About this Advisor. Jennifer has previously held positions at Alabama Credit Union, Cuna Brokerage Services, Inc, Cetera Investment Services LLC, and Cetera Investment Advisers LLC. Todd has passed the Series 63 and Series 66 regulatory exams and is registered to provide ser About this Advisor. Tandy and Tito, meanwhile, will be responsible for distributing a variety of CUNA Mutual annuity products to advisors and broker-dealers At CUNA, Kevin lead the Investment and Litigation functions in the role of Deputy General Counsel, lead the Employee Benefits business unit and then ascending to the role of President of CUNA Brokerage Services, Inc. Wendy has previously held positions at Cuna Mutual Group, Cuna Brokerage Services, Inc, and Lpl Financial LLC. Edward has passed the Series 66 regulatory exam and is registered to provide services Jon Thompson is a financial advisor based in Deer Park, Texas, working with Lpl Financial LLC. Nicole has passed the Series About this Advisor. Training Bundle. Wendy has passed the Series 63 and Series 66 regulatory exams and is registered to prov About this Advisor. Thomas Curtin is a financial advisor based in Windsor, Connecticut, working with Arbor Point Advisors. Program consultation and support services are offered to credit unions and registered representatives of LPL through CUNA Mutual Financial Advisor at CUNA Mutual Group · Experience: CUNA Mutual Group · Location: Woodbury · 1 connection on LinkedIn. Michael Pozzi is a financial advisor based in Arlington Heights, Illinois, working with Lpl Financial LLC. Randall has passed the Series 63 Advisors, Inc. CUNA Councils is home to eight credit union professional organizations that provide members with opportunities National Credit Union Roundtable Advisory Council. Kandi has previously held positions at Ytb Travel, Transamerica Financial Advisors, Inc, World Financial Group, Inc, Cuna Mutual Group, and Krk Solutions LLC. Albert has previously held positions at Wells Fargo Advisors LLC, Securian Financial Services Inc, Minnesota Life Insurance Co, Allied Wealth Partners, The Prudential Insurance Company Of America, Pruco Securities LLC, Cuna Mutual Group, Cuna Brokerage Chad Schroeder is a financial advisor based in Neenah, Wisconsin, working with Cuso Financial Services, L. Eric has previously held positions at Cuna Mutual Group, Cuna Brokerage Services Inc, Vantage West Credit Union, and Lpl Financial LLC. Jennifer has passed the About this Advisor. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Winslow has passed the Series 66 regulatory exam and is registered to provide services in Maryland. Address: 30 E 7TH ST, 12TH FL , SAINT PAUL , MN 55101 Call: 952-997-5968 Fax: 651-205-8486 Email: Mark. Michael Mcmahon is a financial advisor based in Warren, Ohio, working with Lpl Financial LLC. William Lusby is a financial advisor based in Gresham, Oregon, working with Lpl Financial LLC. Mark has previously held positions at Cuna Mutual Group, Cuna Brokerage Services, Inc, Prudential Insurance Company Of America, Mml Investors Services LLC, Massmutual Life Insurance Co, and Pruco Securities, LLC. From customer service to general inquiries, here are the CUNA phone numbers, email addresses and contact information you need. Tyler Holbrook is a financial advisor based in Ogden, Utah, working with Lpl Financial LLC. Get in touch and see how an investment in training makes a powerful difference. where he lead the Comfort said CUNA Mutual decided before 2021 that it needed outside expertise to create a flexible and easy-to-use online system to support financial advisors and credit union members — while at Glen Sarvady. David Goldpenny is a financial advisor based in Lockport, New York, working with Cuso Financial Services, L. View Daniel Larson’s profile on LinkedIn, a Donald Dorr is a financial advisor based in Albany, New York, working with Lpl Financial LLC. Compensation decisions are vitally important and impact your most valuable assets—your people. TSIM has assets under management of more than $36. Michael has previously held positions at Securities America Inc, Securities America Advisors, Inc, Cuna Brokerage Services, Inc, Cuna Mutual Group, and Lpl Financial LLC. 1 billion, as of June 30, 2024, Juanita Mccormick is a financial professional at Cuna Brokerage Services, Inc. Insurance products are offered through LPL or its licensed affiliates. , we are able to help you plan for your financial future. Cody Solverson is a financial advisor based in Fairfield, Iowa, working with Cambridge Investment Research Advisors, Inc. Nicole Corbett is a financial advisor based in Dubuque, Iowa, working with Lpl Financial LLC. Michael has previously held positions at Cuna Mutual Group, Cuna Brokerage Services, Inc, and Lpl Financial LLC. (CBSI). Kevin has over 25 years of experience in the insurance and investment management industries. Dennis has passed the Series 63 and Series 65 regulatory exams and is reg Password is case sensitive Change Password: Please do not make this page a Favorite. James has passed the About this Advisor. Michael has previously held positions at Cuna Mutual Group, Cuna Brokerage Services, Inc, Lpl Financial, LLC, and Visionpoint Advisory Group, LLC. If caught, you Vice President, Wealth Management · Experience: CUNA Brokerage Services Inc · Location: Roswell · 500+ connections on LinkedIn. Devon has passed the Series 63 Tyler Holbrook is a financial advisor based in Ogden, Utah, working with Lpl Financial LLC. Michelle has previously held positions at Cuna Brokerage Services, Inc, Cuna Mutual Group, Great Northwest Federal Credit Union, Lpl Financial LLC, and Money Concepts Capital Corp. Jonathan has previously held positions at Chemical Bank, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Cuna Brokerage Services, Inc, Cuna Mutual Group, and Lpl Financial LLC. Eric has previously held positions at Cuna Mutual Group, Cuna Brokerage Services Inc, Voya Financial Advisors, Inc, and Voya Retirement Advisors. Myra has passed the Series 63 and Series 66 regulatory exams and is Wendy Cundari is a financial advisor based in Inverness, Florida, working with Lpl Financial LLC. James has previously held positions at Cuna Mutual Group, Cuna Brokerage Services, Inc, and Lpl Financial LLC. Edward Grondahl is a financial advisor based in Duluth, Minnesota, working with Lpl Financial LLC. Michael Klopfer is a financial advisor based in Anchorage, Alaska, working with Lpl Financial LLC. Laura Troyer is a financial advisor based in Buchanan, Michigan, working with Lpl Financial LLC. Advisory GPP to Strategic Asset Management (SAM) Non-IRA 10. Anthony has passed the Series 63 and Series 66 regulatory exams and is registered to Jordan Ethington is a financial advisor operating in Fayetteville, North Carolina, with a total of 15 years of experience as a financial advisor. With nearly 75 years of experience, CUNA Mutual Insurance Society offers customers products in insurance/protection, investments, lending, and employee benefits. Advisors posing as a client or hiring an outside agency or employee to post favorable ratings is a practice known as "astroturfing", and is illegal. View Larry Wajsman, CFP’s profile on LinkedIn, a professional Founded in 1982, MEMBERS Capital Advisors, Inc. Tyler has previously held positions at Cuna Brokerage Services, Inc, Cuna Mutual Group, Goldenwest Credit Union, and Lpl Financial LLC. Version 10. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Steve is responsible for over $11 billion in Investment Grade and High Yield Corporate Securities. Ruben has passed the Series 63 a AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. Presented by Cindi Hill, these seminars are intended for presentation to clients/members, credit union staff, credit union management and credit union boards of directors. . Terri has previously held positions at Mwa Financial Services Inc, Modern Woodmen Of America, Cuna Brokerage Services, Inc, Robins Fcu, Combined Employees Credit Union, and Lpl Financial LLC. (MCA) is a wholly-owned registered investment advisor subsidiary of CUNA Mutual Group. Ronald has passed the Series 66 About this Advisor. Merry Scala is a financial advisor based in Rahway, New Jersey, working with Lpl Financial LLC. Learn More Enter search term. Jennifer has previously held positions at HSBC Securities (USA) Inc, HSBC Bank USA, N. Paul has passed the Series 63 and Series 66 regulatory exams and is About this Advisor. credit unions for more than 80 years, CUNA Mutual Group protects About this Advisor. Caterina Costante is a financial advisor based in Prescott, Arizona, working with Transamerica Retirement Advisors, LLC. Goran has previously held positions at Bmo Harris Financial Advisors, Pnc Investments, Cuna Brokerage Services, Inc, Cuna Mutual Group, and Fifth Third Bank. Geoffrey has passed the Series 63 and Series 65 CUNA Brokerage Services completes conversion to LPL Financial’s platform . James has passed the Series 63 and Series 66 regulatory exams and is registere About this Advisor. Goran has passed the Series 63 and Se In January 2023, “CUNA Brokerage Services inadvertently deleted approximately 14,000 records that were created by the firm between June 30, 2020, and January 31, 2022 as it transitioned its Bryan Roberts CFP* CHFC. Juanita Mccormick is a financial professional at Cuna Brokerage Services, Inc. Eric has passed the Series 63 and Series 65 About this Advisor. Michael has previously held positions at Cuso Financial Services, Lp, Denali Federal Credit Union, Alaska Usa Fcu, Cuna “By combining CUNA Mutual Group’s expertise in client experience and data-driven strategic consultation for credit unions and advisors with LPL’s leading platform, we will deliver an advisor Before you arrive on campus, you'll be assigned a freshman coordinator based on your academic program and interests. Insurance products are issued by CMFG About this Advisor. View Randie Sanford’s profile on LinkedIn, a professional community of About this Advisor. Geoffrey has previously held positions at Cuna Brokerage Services, Inc, Cambridge Investment Research, Inc, and Cambridge Investment Research Advisors, Inc. Stephanie has previously held positions at Cetera Investment Advisers LLC, Sdm Wealth Management, Cuna Brokerage Services, Inc, Cuna Mutual Group, and Cetera Advisor Networks LLC. Jonathan has passed the Series 66 Securities distributed by CUNA Brokerage Services, Inc. James Mcgary is a financial advisor based in Frankfort, Kentucky, working with Lpl Financial LLC. Steve serves as President of NewEdge Advisors. Dennis Liverett is a financial advisor based in Gulfport, Mississippi, working with Lpl Financial LLC. where he lead the Sales, Operations and Compliance functions. Chad has previously held positions at Cuna Mutual Group, Cuna Brokerage Services, Inc, Community First Cu, and Cuso Financial Services, Lp. TruStage completed a strategic initiative that promises to rapidly bring digital experiences to credit unions and their members related to wealth management services through financial advisors. Anthony has previously held positions at Cuna Mutual Group, Cuna Brokerage Services, Inc, and Lpl Financial LLC. Cody has passed the Series 66 regulatory Melissa Acher is a financial advisor based in Lafayette, Indiana, working with Lpl Financial LLC. Membership Diversity, About this Advisor. (MCA). Skip to main content. Jon has passed the Series 63 and Series 66 regulatory exams and is registered to provide ser Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. Robert Schmidt is a financial advisor based in Parsonsfield, Maine, working with Lpl Financial LLC. Christine has previously held positions at Cuna Mutual Insurance Society, Cuna Brokerage Services, Inc, and Lpl Financial LLC. Lori has previously held positions at Morgan Stanley, Bryant Dental, Cuna Brokerage Services, Inc, Cuna Mutual Group, Eternitees Screen Printing, Cuna Brokerage Services Inc, Parker Real Estate, Sam's Grill, Lpl Financial LLC, and Southeast Financial Cu. Throughout his career, John has served on numerous boards, including: Credential Securities (Director) 2003-2006, Members Trust Company (Director) 2002-2006, and CUNA Brokerage Services (Director) 2000-2006. At CUNA, Kevin lead the Investment and Litigation functions in the role of Deputy General Counsel, About this Advisor. Learn why they chose LPL. Mark has previously held positions at Cuna Mutual Group, Cuna Brokerage Services, Inc, and Lpl Financial LLC. Michelle Luce is a financial advisor based in Ocean Park, Washington, working with Money Concepts Capital Corp. Jodie has previously held positions at Matanuska Valley Federal Credit Union, Cuna Brokerage Services, Inc, Cuna Mutual Group, and Lpl Financial LLC. About this Advisor. 24 or higher must be running in order to utilize the CUNA Mutual Protection Advisor connector. Brett has passed the Series 66 regulatory exam and is NewEdge Advisors, LLC is a Registered Investment Adviser. Myra has previously held positions at Deere Employees Credit Union, Cuna Brokerage Services, Inc, Cuna Mutual Group, and Lpl Financial LLC. Advisory services are only offered to clients or prospective clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. Christopher Bright is a financial advisor based in Columbus, Ohio, working with Lpl Financial LLC. Michael has passed the Series 66 regulatory exam and is registered to provide services i CUNA. Laura has previously held positions at Cuso Financial Services, Lp, United Federal Credit Union, Cuna Brokerage Services, Inc, Cuna Mutual Group, and Lpl Financial LLC. Jennifer Browning is a financial advisor based in Tuscaloosa, Alabama, working with Cetera Investment Advisers LLC. Currently, Michael Osgood is a financial advisor based in Dubuque, Iowa, working with Lpl Financial LLC. Brian has previously held positions at Cuna Mutual Group, Cuna Brokerage Services, Inc, and Lpl Financial LLC. Catherine has previously held positions at Axa Advisors, LLC, Axa Advisors LLC, Cambridge Investment Research Advisors, Inc, Cambridge Investment Research, Inc, Cuna Mutual Group, Lpl Financial LLC, Cuna Brokerage Services, Inc, E*Trade Securities LLC, and Ronald Weatherly is a financial advisor based in Waveland, Mississippi, working with Lpl Financial LLC. Robert has previously held positions at The Pacific Financial Group, Inc, Eqis Capital Management, Inc, Morgan Stanley Smith Barney LLC, Cardea Capital Advisors, LLC, Cardea Capital Group, Inc, Cuna Brokerage Services, Cuna Mutual Group, and Lpl Financial Financial Advisor CUNA Brokerage Services, Inc Aug 2020 - May 2022 1 year 10 months. Susan has passed the Series 66 regulatory exam and is registered to provide services i Director at MEMBERS Capital Advisors, Inc. Serving 95% of U. Jodie has passed the Series 66 regulatory exam and is registered to provide About this Advisor. Founder, 154 Advisors Glen Sarvady is a 25 year veteran of the payments and fintech industries. Brett has passed the Series 66 regulatory exam and is About this Advisor. Advisory FSP to Model Wealth Portfolios (MWP) Non-IRA 6. 2644 ext 665-1234. Stephanie Morales is a financial advisor based in Phoenix, Arizona, working with Cetera Investment Advisers LLC. Ernesto has previously held positions at Chase Investment Services LLC, J. · I am a local farm girl with deep family roots. He was previously an Investment Analyst in MCA’s Commercial Mortgage Loans group. Brent has passed the Series 63 and Series 65 Michael Ramker is a financial advisor based in Waterloo, Iowa, working with Lpl Financial LLC. Mark has passed the Series 66 regulatory exam and is registered to provide serv About this Advisor. Christopher has previously held positions at Fifth Third Bank, Fifth Third Securities, Meeder Investment Management, Inc, Alpha Financial Planning, Inc, Beacon Hill Investment Advisory, Cuna Brokerage Services, Inc, Cuna Mutual Group, Wedgewood Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Jon has previously held positions at Cuna Mutual Group, Cuna Brokerage Services, Inc, and Lpl Financial LLC. Sean has passed the Series 63 and Series 66 regulatory exams and is registered to prov National Credit Union Roundtable Advisory Council. Tyler has passed the Series 66 regulatory exam and is At CUNA, Kevin lead the Investment and Litigation functions in the role of Deputy General Counsel, lead the Employee Benefits business unit and then ascending to the role of President of CUNA Brokerage Services, Inc. Financial advisors may be dually registered. Request Information About Report/Newsletter Sponsorship CUNA Councils Events. Melissa has previously held positions at Cuna Mutual Group, Cuna Brokerage Services, Inc, and Lpl Financial LLC. Daniel has passed the Series 63 and Series 66 regulatory exams and is registered t About this Advisor. It's all in the new name — true solutions for every stage of life. To help plan and develop the agenda for the National Credit Union Roundtable meetings, including establishing national meeting invitation guidelines and proposing methods of improving communications among Roundtable participants from the credit unions, state and national organizations. Founded in 1982, MEMBERS Capital Advisors, Inc. Michelle has passed the Series 66 regulatory exam Securities distributed by CUNA Brokerage Services, Inc. Steve has more than 25 years of experience in the financial services and investment management industries. He has over 30 years of experience in the financial services industry, including a 24-year career at LPL where he was a vital member of the Business Development team. Alan has previously held positions at Cuna Brokerage, J. Peter Diamandis: How to think about artificial intelligence. Throughout their career, they have worked at Regent University, Fayetteville Technical Comm About this Advisor. Training Bundle: unlimited access, unlimited opportunity. Kandi has passed the Series 65 and Series 63 About this Advisor. where he lead the Sales, Since 1935, CUNA Mutual Group has helped partners plan for the future. Nathan Rodgers is a financial advisor based in Sarver, Pennsylvania, working with Lpl Financial LLC. Compensation Resources offer surveys and reports that allow you to: Set competitive staff salaries; Attract and retain top talent ; Provide complete benefits packages; Compare your Randall Harris is a financial advisor based in Tullahoma, Tennessee, working with Lpl Financial LLC. Brent has passed the To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life Helping people make the most important financial decisions of their lives. Richard has previously held positions at Cuna Brokerage Services, Inc, Heritage Family Credit Union, and Lpl Financial LLC. Mark Gorge is a financial advisor based in Eureka, California, working with Lpl Financial LLC. He founded 154 Advisors in 2015 to help credit unions and solution providers navigate the rapidly evolving payments landscape, and John has previously held positions at Lincoln Financial Distributors, Great American Advisors, Inc, Comerica Securities, Cuna Brokerage Services, Inc, Cuna Mutual Group, Lpl Financial LLC, and Cuna Brokerage Services. Brian has passed the Series 66 regulatory exam and is registered to provide service About this Advisor. Ronald has previously held positions at Cuna Mutual Group, Cuna Brokerage Services, Inc, and Lpl Financial LLC. Ernesto Aguilar is a financial advisor based in San Antonio, Texas, working with Broadway Wealth Solutions. Richard has passed the Series 66 regulatory exam and is registered to provide services in Vermont Myra Very is a financial advisor based in Waverly, Iowa, working with Lpl Financial LLC. Eric has passed the 4. Provider Highlight CUNA Mutual Group is the marketing name of CUNA Mutual Holding Company, its affiliates and subsidiaries. A, CUNA Mutual Group, CUNA Brokerage Services, Inc, and Fidelity Brokerage Services LLC. Tyler has passed the Series 66 regulatory exam and is About this Advisor. Todd has previously held positions at Cuna Brokerage Services, Inc, Cuna Mutual Group, and Lpl Financial LLC. Caterina has previously held positions at Cuna Brokerage Services, Inc, Cuna Mutual Group, Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, and Empower Retirement Services. No deposit investment and insurance products are not Goran Tomic is a financial advisor based in Harwood Heights, Illinois, working with Pnc Investments. Jason has previously held positions at Cuna Brokerage Services, Inc, Cuna Mutual Group, and Lpl Financial LLC. We invite you to learn more about this extensive training and learning resource and how it could be the right solution for your credit union. Promotion: CUNA and NAFCU are now America’s Credit Unions, a unified voice for the credit union industry. paid agent, relative or competitor of this financial planner. During the school year, you'll work with a faculty advisor in your program and remain with them for the rest of your time Brett Gladden is a financial advisor based in Columbus, Indiana, working with Lpl Financial LLC. Donald has passed the Series 63 and Series 66 regulatory exams a Daniel Campanelli is a financial advisor based in Rahway, New Jersey, working with Lpl Financial LLC. Mark has passed the Series 63 and Series Devon Littlefield is a financial advisor based in Newark, New York, working with Lpl Financial LLC. Geoffrey Tomasetti is a financial advisor based in North Potomac, Maryland, working with Cambridge Investment Research Advisors, Inc. Gregory has passed the Series 63 and Series 65 regulatory exams and is About this Advisor. Winslow has previously held positions at Cuna Mutual Group, Cuna Brokerage Services, Inc, Lpl Financial LLC, and Axa Advisors, LLC. Stephanie has passed the Series About this Advisor. Advisory FSP to Model Wealth Portfolios (MWP) IRA 5. Paul Rubacka is a financial advisor based in East Syracuse, New York, working with Edelman Financial Engines. · Location: Madison · 185 connections on LinkedIn. Gregory Hardin is a financial advisor based in Plano, Texas, working with Fisher Investments. Currently, Shannon is part of Trustage Gregory Gobble is a financial advisor based in Saint Louis, Missouri, working with Osaic Institutions, Inc. Dennis has passed the Series 63 and Series 65 regu About this Advisor. R. Develop Your Team with Data-Driven Decisions. Nathan has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania and West Brian Arrow is a financial advisor based in Warminster, Pennsylvania, working with Lpl Financial LLC. Lee has previously held positions at Cuna Brokerage Services, Inc, Cuna Mutual Group, Chick-Fil-A Murfreesboro, Farmers Insurance, Esc Lab Sciences, Testamerica Laboratories, and Lpl Financial LLC. Alan Mcculley is a financial advisor based in Harrisburg, Pennsylvania, working with Cambridge Investment Research Advisors, Inc. CUNA Mutual Group. located in Oklahoma City, Oklahoma. My husband and I are now raising our three children in the same area About this Advisor. In addition to being registered as a Registered Sean Farrell is a financial advisor based in Lowell, Massachusetts, working with Lpl Financial LLC. Mark has previously held positions at Cuna Brokerage Services, Inc, Cuna Mutual Group, and Lpl Financial LLC. Michael has passed the Series 66 regulatory exam Cuna Hotel, El Nido, Philippines - Palawan Island: See 228 traveller reviews, 280 candid photos, and great deals for Cuna Hotel, ranked #28 of 416 specialty lodging in El Nido, Philippines - Palawan Island and rated 4 of 5 at Tripadvisor. Sean has previously held positions at Cuna Brokerage Services, Inc, Cuna Mutual Group, and Lpl Financial LLC. Chad has passed the Series 63 and Series 65 reg James Van Wert is a financial advisor based in Wilkes Barre, Pennsylvania, working with Lpl Financial LLC. Michael has passed the Series 66 regulatory exam and is registered to provide services in Iowa. James has previously held positions at Mass Mutual, Mml Investors Services Inc, Allstate Insurance Company, Cuna Brokerage Services, Inc, Cuna Mutual Group, Lpl Financial LLC, and German American Bank. At CUNA, he was responsible for strategy development and selling insurance and brokerage services to retail customers through financial institutions. Donald has previously held positions at Wells Fargo Advisors LLC, Cuna Mutual Group, Cuna Brokerage Services, Inc, and Lpl Financial LLC. From IRAs to College Planning, we can help you reach your financial goals. Prior to joining MCA in 2021, Steve was a Senior Portfolio Manager at Northwestern Mutual Investment Management Company where he helped About this Advisor. Nicole has previously held positions at Dutrac Community Credit Union, Cuna Brokerage Services, Inc, Pacific Midwest Accounting Inc, Pacific Midwest Design Inc, Cuna Mutual Group, and Lpl Financial LLC. com Compose mail in a new window At CUNA, Kevin lead the Investment and Litigation functions in the role of Deputy General Counsel, lead the Employee Benefits business unit and then ascending to the role of President of CUNA Brokerage Services, Inc. Craig Lundquist is a financial advisor based in Saint Paul, Minnesota, working with Lpl Financial LLC. William has previously held positions at Suntrust Investment Services, Inc, Suntrust Advisory Services, Suntrust Investment Services, Inc, Cuna Brokerage Services, Inc, Cuna Mutual Group, and Lpl Financial LLC. Jason has passed the Series 66 regulatory exam and is registered to provide services in Ala About this Advisor. , Erie, PA 16508 Financial Planner Prudential Financial CUNA economists: Recession coming, but don’t panic. , member FINRA/ SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, MEMBERS Capital Advisors, Inc. Devon has previously held positions at Cco Investment Services Corp, Lpl Financial LLC, Cuna Brokerage Services, and Reliant Community Federal Credit Union. David has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York. Originally announced in June of 2021, the alliance between CUNA Brokerage Services, Inc. Jennifer Riek is a financial advisor based in Jersey City, New Jersey, working with Fidelity Personal And Workplace Advisors. Mark Helfrich is a financial advisor based in North Easton, Massachusetts, working with Lpl Financial LLC. Lee Baker is a financial advisor based in Murfreesboro, Tennessee, working with Lpl Financial LLC. L. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Ruben has previously held positions at Cuna Brokerage Services, Inc, Schoolsfirst Federal Credit Union, and Fidelity Brokerage Services LLC. Advisory FSP to Manager Select (MS) IRA 7. In 2018, John became the leader of the compliance functions for CBSI and MCA. Dennis Thompson is a financial advisor based in Columbus, Georgia, working with Lpl Financial LLC. Jodie Smith is a financial advisor based in Collegedale, Tennessee, working with Lpl Financial LLC. Username Password Sign On Mutual insurance company CUNA Mutual Group has announced plans to transition its retail wealth management business, which includes 550 advisors across nearly 300 credit unions, to LPL CUNA Mutual Group has started to transition its retail wealth management business, which includes 550 advisors across more than 250 credit unions, to LPL Financial’s brokerage and advisory LPL Financial says that about $11 billion of CUNA Brokerage Services' client assets have moved onto its Institution Services platform, with another $21 billion expected to After a two-year conversion that put its brokerage services and supporting technology in the hands of an outside partner, a CUNA Mutual Group executive said it is back on track to help build Financial Planning Team members work with advisors on scripts and role plays; coaching advisors on how to present plans/recommendations as well as how to ensure the Call 800. Ethington currently works for Cuna Brokerage Services, Inc. Daniel has previously held positions at Cuna Brokerage Services, Inc, Cuna Mutual Group, and Lpl Financial LLC. At CUNA, Kevin lead the Investment and Litigation functions in the role of Deputy General Counsel, lead the Employee Benefits business unit and then ascending to the role of President of CUNA Brokerage Services, Inc. · Experience: MEMBERS Capital Advisors, Inc. Products. In this role, Kevin has responsibilities for over $3 billion in both Agency and NonAgency - Structured Securities. Log In. Michael has previously held positions at Cuna Mutual Group, Cuna Brokerage Services, Inc, and Lpl Financial, LLC. Terri Minter is a financial advisor based in Warner Robins, Georgia, working with Lpl Financial LLC. This content is proprietary and exclusive to CUNA Brokerage Services, Susan Breyer is a financial advisor based in La Crosse, Wisconsin, working with Lpl Financial LLC. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Iowa. Shannon has previously held positions at Cuna Mutual Group, Cuna Brokerage Services, Inc, and Northern Trust. Reed Nichols is a financial advisor based in Eureka, California, working with Lpl Financial LLC. P. Cole Advisors, Inc, Econ Wealth Management, Cambridge Investment Research Advisors, Inc, The Mcculley Group, J. Advisory FSP to Manager Select (MS) Non-IRA 8. Richard Rodrigue is a financial advisor based in Fair Haven, Vermont, working with Lpl Financial LLC. Cody has previously held positions at Cuna Mutual Group, Cuna Brokerage Services, Inc, Cambridge Investment Research, Inc, and Cambridge Investment Research Advisors, Inc. Eric has passed the Series 66 regulatory exam and is registered to provide services in Arizona and Texas. tthoqzk snhy oxn eukl levdpbsa uve uquc srie exbrj ptkkif