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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

Allison, IA • United States

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 Mutual Group Waverly IA 06/1997 Present
Cuna Brokerage Services, Inc. Waverly IA 03/2004 Present
  • 06/1997 → Present
    Cuna Mutual Group
    Waverly, IA
  • 03/2004 → Present
    Cuna Brokerage Services, Inc.
    Waverly, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-06
  • S66 Uniform Combined State Law Examination
    2014-10-06

View on SEC IAPD

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