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Current Employers
Trustage Investment Management

5910 Mineral Point Rd, Madison, WI 53705 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2015-11-25
  • WI RA
    APPROVED
    Since 2015-11-25

Branch Locations

5910 Mineral Point Rd, Madison, WI 53705 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cuna Brokerage Services, Inc. Waverly IA 09/2006 Present
Cuna Mutual Group Waverly IA 09/2006 Present
  • 09/2006 → Present
    Cuna Brokerage Services, Inc.
    Waverly, IA
  • 09/2006 → Present
    Cuna Mutual Group
    Waverly, IA
Other Businesses

PAID ALDERMAN (CITY COUNCIL MEMBER), 4TH DISTRICT, CITY OF BURLINGTON WI. REPRESENT 4TH DISTRICT TO DETERMINE CITY BUDGETS, PRIORITIES, AND POLICIES. START DATE 4/17/2012. THE POSITION ITSELF IS NOT INVESTMENT RELATED, HOWEVER, THE CITY IS SOMETIMES INVOLVED IN LENDING/INVESTING. COUNTY SUPERVISOR - RACINE COUNTY, WI POSITION: County Board Supervisor NATURE: County Board Supervisor District 20. Racine, WI. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 04/02/2024 ADDRESS: 730 Wisconsin Ave, Racine WI 53403, United States DESCRIPTION: I will serve and represent constituents of the Western Racine County in District 20, and set budget, policy and priorities for Racine County, WI. It is an elected official, constituent representation governing and oversight role.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-04-30
  • S66 Uniform Combined State Law Examination
    2003-04-30

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