Juan Yang Schmelzle

Trustage Investment Management

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Current Employers

Trustage Investment Management

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

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2016-02-25

WI RA
APPROVED

Since 2016-02-25

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

Organization	City	State	From	To
Cuna Mutual Group	Waverly	IA	12/2014	Present
Cuna Brokerage Services, Inc	Waverly	IA	12/2014	Present

12/2014 → Present

Cuna Mutual Group

Waverly, IA
12/2014 → Present

Cuna Brokerage Services, Inc

Waverly, IA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-02-08

S66 Uniform Combined State Law Examination

2016-02-08

View on SEC IAPD

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Other Investors

KRISTY LYNN REED

SEAN STEPHEN WAYNE

TRAVIS RICHARD HEISER

MICHAEL DONALD GANT

Renee Elizabeth Lucas

ORSAN M KHARBUSH

Other Offices

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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