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Current Employers
Trustage Investment Management

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2023-04-21
  • IA RA
    APPROVED
    Since 2023-04-21

Branch Locations

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

Parkersburg, IA • 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 01/2000 Present
Cuna Mutual Group Waverly IA 01/2000 Present
  • 01/2000 → Present
    Cuna Brokerage Services, Inc.
    Waverly, IA
  • 01/2000 → Present
    Cuna Mutual Group
    Waverly, IA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-08-18
S63 Uniform Securities Agent State Law Examination 2001-08-31
  • S65 Uniform Investment Adviser Law Examination
    2006-08-18
  • S63 Uniform Securities Agent State Law Examination
    2001-08-31
Other Names
  • Melissa Sue Kannegieter
  • Melissa S. Miller

View on SEC IAPD

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