Brian Wallace Schilling

Current Employers

Employment History

• 12/2012 → Present
  Cuna Mutual Group
  Waverly, IA
• 12/2012 → Present
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 05/2018 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2018 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2013-01-25 → 2018-05-23
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 2011-09-23 → 2012-10-25
  Bfc Planning, Inc.
  Cedar Rapids, IA
• 2008-02-13 → 2011-01-12
  Berthel, Fisher & Company Financial Services, Inc.
  Chicago, IL
  Cedar Rapids, IA
  Colts Neck, NJ
• 2006-10-24 → 2007-08-03
  Global Portfolio Strategies, Inc.
  Dubuque, IA
  Hartford, CT
• 2004-10-05 → 2005-11-28
  Edward Jones
  Centerville, IA
• 2001-05-03 → 2004-01-13
  Cuna Brokerage Services, Inc.
  Waverly, IA

Other Businesses

1. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. SEE EMPLOYMENT FOR START DATE. 2. BRIAN SCHILLING, 3126 140th Street, Charles City IA 50616, United States, 08/19/2024, Owner, Real Estate, NIR, 3 HR/MO - 0 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-07-10
• S63 Uniform Securities Agent State Law Examination
  1996-01-12

Designations

Other Names

• Brian Wallace Schilling