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James Jay Kirkpatrick

Trustage Investment Management

Madison, WI

Indianapolis, IN

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Current Employers
Trustage Investment Management

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

Current Registrations

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

Branch Locations

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

Indianapolis, IN • 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 Brokerage Services, Inc. Waverly IA 08/2000 Present
Cuna Mutual Group Madison WI 08/2000 Present
  • 08/2000 → Present
    Cuna Brokerage Services, Inc.
    Waverly, IA
  • 08/2000 → Present
    Cuna Mutual Group
    Madison, WI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-12-04
S65 Uniform Investment Adviser Law Examination 1994-07-05
  • S63 Uniform Securities Agent State Law Examination
    2000-12-04
  • S65 Uniform Investment Adviser Law Examination
    1994-07-05
Designations
Other Names
  • Jim Kirkpatrick

View on SEC IAPD

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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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