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Chad S Lay

Trustage Investment Management

Madison, WI

Verona, WI

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Current Employers
Trustage Investment Management

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2012-10-12
  • WI RA
    APPROVED
    Since 2012-10-12

Branch Locations

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

Verona, WI • 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 Mutual Group Madison WI 08/1999 Present
Cuna Brokerage Services, Inc. Waverly IA 08/1999 Present
  • 08/1999 → Present
    Cuna Mutual Group
    Madison, WI
  • 08/1999 → Present
    Cuna Brokerage Services, Inc.
    Waverly, IA
Previous Registrations
  • 2007-04-11 → 2011-05-24
    Cuna Brokerage Services, Inc.
    Marshall, WI
    Madison, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-11-08
S63 Uniform Securities Agent State Law Examination 1999-10-29
  • S65 Uniform Investment Adviser Law Examination
    2010-11-08
  • S63 Uniform Securities Agent State Law Examination
    1999-10-29

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
LPL ENTERPRISE, LLC · MADISON, WI
CLF ASSET MANAGEMENT, INC. · MADISON, WI
EAGLE STRATEGIES LLC · MADISON, WI
VALMARK ADVISERS, INC. · Madison, WI
GREENPOINT ASSET MANAGEMENT V LLC · MADISON, WI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MADISON, WI

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