George Joseph Manning

Employer firm

Trustage Investment Management CRD 105960

$39.5B regulatory AUM 106 advisory clients

Reported services (Item 5G)

• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2017 → Present
  Cuna Mutual Group
  Waverly, IA
• 03/2017 → Present
  Cuna Brokerage Services, Inc
  Waverly, IA
• 12/2015 → 03/2017
  Self-Employed
  Hingham, MA

Previous Registrations

• 2010-03-26 → 2012-10-15
  Natixis Advisors, Llc
  Boston, MA
• 2007-06-26 → 2009-03-30
  Alliancebernstein L.P.
  Hingham, MA
• 2005-08-08 → 2007-05-30
  Principal Securities, Inc.
  Waltham, MA
  Waltham, MA
• 2002-11-27 → 2003-12-04
  Mmc Securities Llc
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-04-19
• S63 Uniform Securities Agent State Law Examination
  1990-12-12

Other Names

• George J Manning