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5910 Mineral Point Rd, Madison, WI 53705 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2019-10-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Madison | IA | 01/2004 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 01/2004 | Present |
B.RICHARDS, RETAIL TUXEDO RENTAL BUSINESS OUT OF OUR HOME, NON-INVESTMENT RELATED, PARTNER, START DATE 3/2000, 1 hour per month, 0 HOURS DURING TRADING DAY, DUTIES INCLUDE: PARTNER, MARKETING, OPERATIONS, BOOKKEEPING, 308 4TH ST GRUNDY CENTER IA 50638 THE FUNKY BEAN BOUTIQUE - Reinbeck POSITION: Owner NATURE: Coffee Shop/Ladies Boutique INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2025 ADDRESS: 410 Main Street, Reinbeck IA 50669, United States DESCRIPTION: Payroll, inventory purchases and invoices THE FUNKY BEAN Boutique - Prairie Du Chien POSITION: Co-owner NATURE: Ladies Clothing and Coffee Shop INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2026 ADDRESS: 37505 US 18, Ste C, Prairie Du Chien WI 53821, United States DESCRIPTION: Payroll, inventory purchases and invoices The Funky Bean Boutique - Old Frenchtown Store POSITION: Co-owner NATURE: Ladies Clothing and Coffee Shop INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2026 Address: 32815 Co Rd K Prairie Du Chien WI 53821. Duties: Payroll, inventory purchases, invoices
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-16 |
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