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5910 Mineral Point Rd, Madison, WI 53705 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-04-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 01/2000 | Present |
| Cuna Mutual Group | Waverly | IA | 01/2000 | Present |
BEAVER MEADOWS GOLF & COUNTRY CLUB POSITION: Treasurer NATURE: Public Golf Course which is operational during golf season typically from April-October. It is closed in the winter. This is considered a 501(c)(7), tax exempt from federal income tax. Website is: https://beavermeadowsgolf.org/ INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2026 ADDRESS: 32078 Highway 14, Parkersburg IA 50665, United States DESCRIPTION: Treasurer for the course and club house for a 3-year term. I am not a Board member. I handle payroll, taxes, point of sale system, licensing and membership payments. I will have check writing privileges along with the President of the Board. I will work with the board, course tax accountants and attorneys regarding all financial aspects of the club (income, expenses, profit and loss statement. I will not be allowed to make any decisions with regards to the assets other than paying invoices and payroll which are all directed by the board. This club is overseen by annual insurance audit along with various licenses with the State of Iowa (Alcohol, Food, Water, Chemicals, DNR, etc.) in order to conduct business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-31 |
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